portrait of Heather D Cantley
FINANCIAL ADVISOR
Accepting New Clients
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About Heather

I am a financial advisor committed to guiding small businesses, families and young investors through all stages of life – including times of transition such as the birth of a child, divorce or loss of a loved one. With a relationship-focused approach, I believe that understanding each client's unique story and needs is the foundation for building a secure financial future. Whether it is creating customized strategies for growth, assessing risk or preparing for life's milestones, I am passionate about providing guidance and solutions that empower clients to succeed.

I provide quality retirement planning services to help ensure clients can enjoy...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • New Investors
  • Teachers and Professors
  • Accountants

Work History

  • Edward JonesJanuary 2021 to Current
  • Independence Middle SchoolMarch 2020 to December 2020

Education

  • Concord CollegeMaster of Education
  • Concord CollegeBachelors

Personal Interests

  • Movies & Entertainment
  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast
  • Baking

Team Members

  • Gerri Brown
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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