Don Headley work email
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Don Headley personal email
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Don Headley phone numbers
I am a Financial Coach helping people interested in living a good life. My desire is to help educate my clients on how to navigate in the investment world. I am dedicated to giving independent advice and developing structured financial plans. My goal is to create a tailor-made "Life Long Financial Plan" for clients, because there is a need to help alleviate the emotional and complex apprehension of investing. Each client faces distinctive challenges. I believe that all the clients deserve an experienced and competent advisor who delivers services with impeccable standards and integrity. "The Life Long Plan strives to provide clients with solutions to complex financial needs to help them through various stages of life."As a business owner and a financial professional I am dedicated to helping business owners, associations and physicians with their unique financial needs. I utilize highly skilled, independent professional money managers, highly rated insurance companies and innovative investment products in guiding all my clients toward their goals.I am a high school graduate from Lansing Catholic Central. I attained a bachelor of Science in Economics and Public Administration from Michigan State University. I started my financial consulting career in 1985 as an Account Executive with Merrill Lynch, where I managed high net worth portfolio's. I attained advanced training in financial planning and portfolio construction at the New Jersey Princeton Training Center of Merrill Lynch until 1995. I than joined the Independent Consulting Field. I am the Vice President of Investments at Upstream Investment Partners where I continue to manage high net worth portfolios. I am also licensed to sell health, disability and variable contract insurance.I am also the Head Coach of the Michigan State University Division 3 ACHA Hockey team.
Upstream Investment Partners
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Accredited Investment FiduciaryUpstream Investment Partners Feb 2018 - Present
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Vice President Of InvestmentsUpstream Investment Partners Apr 2017 - PresentSecurities offered through LPL Financial, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
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Financial AdvisorSai/Saa Dec 1995 - Apr 2017
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Financial AdvisorMerril Lynch Inc Apr 1985 - Dec 1995
Don Headley Education Details
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Michigan State UniversityPublic Administration/Economics
Frequently Asked Questions about Don Headley
What company does Don Headley work for?
Don Headley works for Upstream Investment Partners
What is Don Headley's role at the current company?
Don Headley's current role is Accredited Investment Fiduciary at Upstream Investment Partners.
What is Don Headley's email address?
Don Headley's email address is ht****@****hoo.com
What is Don Headley's direct phone number?
Don Headley's direct phone number is +151789*****
What schools did Don Headley attend?
Don Headley attended Michigan State University.
What are some of Don Headley's interests?
Don Headley has interest in Cooking, Exercise, Medicine, Outdoors, Electronics, Home Improvement, Reading, Crafts, Fitness, Gourmet Cooking.
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