Heather Banks has been a financial advisor for over 9 years, achieving the designation of CERTIFIED FINANCIAL PLANNER® in 2013. As a Financial Planner for The Prudential Insurance Company of America, she provides assistance and guidance to individuals and small business owners on a range of financial issues. She has experience in building and maintaining close client relationships, founded on the basis of trust, respect, and integrity.
Heather is passionate about making a difference in her clients’ lives. Her holistic approach helps clients gain an understanding of where they are today, a clear vision of where they’re going, and develop a clear strategy to reach their desired destination. She sees herself as an educator and a resource for her clients. The more knowledge her clients have, the more empowered and confident they feel about achieving their goals. Her goal is to help clients achieve comfort with their financial planning strategies.
Heather graduated Summa Cum Laude from Montreat College with a Bachelor of Business Administration.
In addition to being a financial planner, she holds Life, Accident, Health and Long Term Care insurance licenses. Heather lives just outside Asheville, NC with her husband and 2 young sons.