Heather S. Oliver, Cfp®
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Heather S. Oliver, Cfp® Email & Phone Number

Executive Director - Investments at Oppenheimer & Co. Inc. at Oppenheimer & Co. Inc.
Location: Fort Lauderdale, Florida, United States 5 work roles 1 school
1 work email found @suntrust.com 2 phones found area 954 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email h****@suntrust.com
Direct phone (954) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Oppenheimer & Co. Inc.
Role
Executive Director - Investments at Oppenheimer & Co. Inc.
Location
Fort Lauderdale, Florida, United States
Company size
2663 employees

Who is Heather S. Oliver, Cfp®? Overview

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Quick answer

Heather S. Oliver, Cfp® is listed as Executive Director - Investments at Oppenheimer & Co. Inc. at Oppenheimer & Co. Inc., a company with 2663 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at suntrust.com, phone signal with area code 954, and a matched LinkedIn profile for Heather S. Oliver, Cfp®.

Heather S. Oliver, Cfp® previously worked as Executive Director - Investments at Oppenheimer & Co. Inc. and Vice President Financial Advisor at Truist Investment Services, Inc. Truist Wealth at Truist Wealth. Heather S. Oliver, Cfp® holds Bachelors Of Science, Business, Sales & Marketing from Florida State University.

Company email context

Email format at Oppenheimer & Co. Inc.

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*@suntrust.com
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AeroLeads found 1 current-domain work email signal for Heather S. Oliver, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Heather S. Oliver, Cfp®

I am an Executive Director - Investments at Oppenheimer & Co. Inc. I offer clients more than 25 years of financial services, retirement planning & investment management experience. I am a graduate of Florida State University.My focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. I also consult on risk management and the introduction of creative strategies to protect assets, retirement planning, insurance planning, and other critical financial strategies.I am licensed in the following States: CA, DE, FL, GA, NV, NJ, NY, NC, RI, SC, TN, VA. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Retirement Planning, Investment Strategies, Investments, Financial Services, and 6 others.

Current workplace

Heather S. Oliver, Cfp®'s current company

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Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.
Executive Director - Investments at Oppenheimer & Co. Inc.
new york, new york, united states
Website
opco.com
Employees
2663
AeroLeads page
Company profile
View company profile Email format
5 roles

Heather S. Oliver, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President Financial Advisor At Truist Investment Services, Inc. Truist Wealth

Truist Wealth

Miami-Fort Lauderdale Area

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or.

Feb 2021 - Oct 2024

Vice President | Senior Financial Advisor

Bankatlantic
Apr 2008 - Aug 2012

Vice President | Financial Advisor

Morgan Stanley
Jul 2006 - Apr 2008
Team & coworkers

Colleagues at Oppenheimer & Co. Inc.

Other employees you can reach at opco.com. View company contacts for 2663 employees →

HC Henry Capellan Henry Capellan Colleague at Oppenheimer & Co. Inc.New York, New York, United States, United States View → PJ Peter J. Tauckus Peter J. Tauckus Colleague at Oppenheimer & Co. Inc.New York City Metropolitan Area, United States View → KS Kennth South Kennth South Colleague at Oppenheimer & Co. Inc.Corona Del Mar, California, United States, United States View → JF Joseph Fedigan Joseph Fedigan Colleague at Oppenheimer & Co. Inc.Southbury, Connecticut, United States, United States View → TV Thomas Valeo Thomas Valeo Colleague at Oppenheimer & Co. Inc.Newburyport, Massachusetts, United States, United States View → JH Jamie Haass Jamie Haass Colleague at Oppenheimer & Co. Inc.Denver, Colorado, United States, United States View → SM Sean Meier Sean Meier Colleague at Oppenheimer & Co. Inc.Los Angeles Metropolitan Area, United States View → CM Carolyn Meske Carolyn Meske Colleague at Oppenheimer & Co. Inc.Aurora, Colorado, United States, United States View → SL Sam Levine Sam Levine Colleague at Oppenheimer & Co. Inc.Great Neck, New York, United States, United States View → KR Kai Rui Yak Kai Rui Yak Colleague at Oppenheimer & Co. Inc.New York, New York, United States, United States View →
1 education record

Heather S. Oliver, Cfp® education

FAQ

Frequently asked questions about Heather S. Oliver, Cfp®

Quick answers generated from the profile data available on this page.

What company does Heather S. Oliver, Cfp® work for?

Heather S. Oliver, Cfp® works for Oppenheimer & Co. Inc..

What is Heather S. Oliver, Cfp®'s role at Oppenheimer & Co. Inc.?

Heather S. Oliver, Cfp® is listed as Executive Director - Investments at Oppenheimer & Co. Inc. at Oppenheimer & Co. Inc..

What is Heather S. Oliver, Cfp®'s email address?

AeroLeads has found 1 work email signal at @suntrust.com for Heather S. Oliver, Cfp® at Oppenheimer & Co. Inc..

What is Heather S. Oliver, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 954 for Heather S. Oliver, Cfp® at Oppenheimer & Co. Inc..

Where is Heather S. Oliver, Cfp® based?

Heather S. Oliver, Cfp® is based in Fort Lauderdale, Florida, United States while working with Oppenheimer & Co. Inc..

What companies has Heather S. Oliver, Cfp® worked for?

Heather S. Oliver, Cfp® has worked for Oppenheimer & Co. Inc., Truist Wealth, Suntrust Investment Services, Inc., Bankatlantic, and Morgan Stanley.

Who are Heather S. Oliver, Cfp®'s colleagues at Oppenheimer & Co. Inc.?

Heather S. Oliver, Cfp®'s colleagues at Oppenheimer & Co. Inc. include Henry Capellan, Peter J. Tauckus, Kennth South, Joseph Fedigan, and Thomas Valeo.

How can I contact Heather S. Oliver, Cfp®?

You can use AeroLeads to view verified contact signals for Heather S. Oliver, Cfp® at Oppenheimer & Co. Inc., including work email, phone, and LinkedIn data when available.

What schools did Heather S. Oliver, Cfp® attend?

Heather S. Oliver, Cfp® holds Bachelors Of Science, Business, Sales & Marketing from Florida State University.

What skills is Heather S. Oliver, Cfp® known for?

Heather S. Oliver, Cfp® is listed with skills including Retirement Planning, Investment Strategies, Investments, Financial Services, Strategic Financial Planning, Portfolio Management, Finance, and Financial Planning.

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