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Chris T. Heald Email & Phone Number
Investment Executive & Financial Planner - Chris Heald at Potomac Financial Group
at
Potomac Financial Group
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Executive & Financial Planner - Chris Heald at Potomac Financial Group
Location
Washington Dc-Baltimore Area, United States
Who is Chris T. Heald? Overview
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Quick answer
Chris T. Heald is listed as Investment Executive & Financial Planner - Chris Heald at Potomac Financial Group at Potomac Financial Group, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Chris T. Heald.
Chris T. Heald previously worked as Independent Financial Planner & Advisor - Chris Heald Group at Potomac Financial Group and Independent Financial Planner & Advisor - Chris Heald Group at Heald Financial Services. Chris T. Heald holds College Prep, High School from St. Pauls School For Boys.
Company email context
Email format at Potomac Financial Group
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cheald@raymondjames.com
76% confidence
AeroLeads found 1 current-domain work email signal for Chris T. Heald. Compare company email patterns before reaching out.
Profile bio
About Chris T. Heald
I specialize in Retirement Income and Social Security Planning, Business Retirement Plans - 401Ks, SEPS, Simple IRAs.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCFor important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section above.Potomac Financial Group is not a Registered Broker Dealer & is independent of Raymond James Financial services.Investment Advisory Services are offered through Potomac Financial Group and Raymond James Financial Service Inc.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
Listed skills include Global Investment Management, Retirement Planning, Registered Investment Advisor, 401K Rollovers, and 41 others.
Current workplace
Chris T. Heald's current company
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6 roles
Chris T. Heald work experience
A career timeline built from the work history available for this profile.
Independent Financial Planner & Advisor - Chris Heald Group
Current
Sep 2015 - Present
Independent Financial Planner & Advisor - Chris Heald Group
Heald Financial Services
Metro Washington D. C. - assist families and business's plan for a comfortable retirement..
Jun 2003 - Sep 2015
Past- President Greater Washington Chapter
Coastal Conservation Association
Advocate for clean water and clean habitat along the Nations Coast.
Jan 2005 - Dec 2006
Financial Planning
Financial advisor - advising families on how to maximize income in retirement
Jun 2002 - May 2003
President / Partner
American Mortgage Bankers, Inc.
Owner / Partner
Aug 1990 - Sep 1999
4 education records
Chris T. Heald education
College Prep, High School
St. Pauls School For Boys
High School, High School/Secondary Diplomas And Certificates
Walt Whitman High School
Mba, Finance & Business
Loyola University Maryland
Bachelor Of Science (Bs), Political Science And Government
University Of London
FAQ
Frequently asked questions about Chris T. Heald
Quick answers generated from the profile data available on this page.
What company does Chris T. Heald work for?
Chris T. Heald works for Potomac Financial Group.
What is Chris T. Heald's role at Potomac Financial Group?
Chris T. Heald is listed as Investment Executive & Financial Planner - Chris Heald at Potomac Financial Group at Potomac Financial Group.
What is Chris T. Heald's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Chris T. Heald at Potomac Financial Group.
Where is Chris T. Heald based?
Chris T. Heald is based in Washington Dc-Baltimore Area, United States while working with Potomac Financial Group.
What companies has Chris T. Heald worked for?
Chris T. Heald has worked for Potomac Financial Group, Heald Financial Services, Coastal Conservation Association, Legg Mason, and American Mortgage Bankers, Inc..
How can I contact Chris T. Heald?
You can use AeroLeads to view verified contact signals for Chris T. Heald at Potomac Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Chris T. Heald attend?
Chris T. Heald holds College Prep, High School from St. Pauls School For Boys.
What skills is Chris T. Heald known for?
Chris T. Heald is listed with skills including Global Investment Management, Retirement Planning, Registered Investment Advisor, 401K Rollovers, Iras, Retirement, Financial Planning, and Insurance.
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