Heather has been with Bridgetown Wealth Management since 2018. As a practice assistant, she manages the preparation for client appointments, processing for transactions, tracking all licensing and continuing education requirements for the financial advisors. She can also answer any client inquiries about paperwork and processing.
A longtime competitive softball player and coach, Heather understands hard work and problem solving, and has been a valuable addition to the team.
Heather acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 01/20