Heidi L Bruner Email & Phone Number

Florida, United States

As a seasoned consultant, I specialize in estate planning and financial goal-setting for high net worth clients. My role involves:• Collaborating with an elite team of professionals to comprehensively manage estate plans• Expertly organizing, drafting, and funding strategies to avoid probate and minimize tax burdens• Translating complex financial concepts into clear, actionable plans for clients• Leveraging extensive knowledge in residential and commercial lending products… Show more As a seasoned consultant, I specialize in estate planning and financial goal-setting for high net worth clients. My role involves:• Collaborating with an elite team of professionals to comprehensively manage estate plans• Expertly organizing, drafting, and funding strategies to avoid probate and minimize tax burdens• Translating complex financial concepts into clear, actionable plans for clients• Leveraging extensive knowledge in residential and commercial lending products and services• Utilizing my Florida real estate license and public notary certification to provide comprehensive serviceMy approach is characterized by:• Exceptional communication and interpersonal skills• Unwavering commitment to integrity and professionalism• Strict adherence to confidentiality when handling sensitive informationWith a proven track record in navigating complex financial landscapes, I deliver tailored solutions that protect my clients' wealth. My multifaceted expertise allows me to offer a holistic approach to financial planning, ensuring that every aspect of a client's financial future is meticulously addressed. Show less

Golden Ocala Golf And Equestrain Club & World Equestrian Center

At Golden Ocala Golf & Equestrian Club, our real estate office collaborates with their clients to provide unparalleled 5-star service. As a key member of this prestigious team, I invite you to explore our custom home division, where your dream residence awaits.Our comprehensive property management services oversee more than 150 local properties, including:• Luxury vacation rentals• Exclusive seasonal accommodations• Long-term annual residencesGolden Ocala Golf &… Show more At Golden Ocala Golf & Equestrian Club, our real estate office collaborates with their clients to provide unparalleled 5-star service. As a key member of this prestigious team, I invite you to explore our custom home division, where your dream residence awaits.Our comprehensive property management services oversee more than 150 local properties, including:• Luxury vacation rentals• Exclusive seasonal accommodations• Long-term annual residencesGolden Ocala Golf & Equestrian Club: A Premier Lifestyle Destination• Sprawling 1,300-acre upscale community• 360 exquisite residences across 8 distinct neighborhoods• World-class golf facilities: 18-hole championship course and 9-hole executive course• Luxurious amenities: 3 gourmet restaurants, resort-style pool, full-service spa and salon, state-of-the-art tennis courtsAdjacent World Equestrian Center: The Pinnacle of Equestrian Excellence• 400-acre state-of-the-art facility• 250-room 5-star hotel• 400-room Riding Academy• 25 climate-controlled barns housing 3,000 stalls• 6 indoor arenas and 11 schooling rings• 3 expo centers spanning over 1 million square feet of climate-controlled space• Modern RV park and additional premium facilitiesAs your dedicated real estate professional, I offer personalized tours showcasing the unparalleled lifestyle and investment opportunities within our community. Whether you're seeking a permanent residence, a seasonal retreat, or an equestrian paradise, Golden Ocala and the World Equestrian Center offer an unmatched living experience.Let me guide you through this extraordinary property and help you discover the perfect home tailored to your unique desires and needs. Contact me today to schedule your exclusive tour and take the first step towards elevating your lifestyle in one of Florida's most prestigious communities. Show less

Ocala, Florida Area

While managing the Golden Ocala Real Estate sales office I was also handling the title and escrow accounts. Managing the process of files, booking and overseeing all the documents and the closings for the real estate transactions in the Ocala market. Member of the American Association of Notaries.

2325 Vanderbilt Beach Road Naples Fl 34109

FCB is Florida based bank with over 52 branches and $11 billion in assets. As a Senior Loan Officer, I met production goals of $15-$18 million dollars a year. My lending options offered a robust portfolio product line along with FHA, VA, FNMA, FHMLC loans. I managed a pipeline of loans with various levels of complexity, pre-qualifying, matched them with lending products, provided rate quotes, organized and analyzed loan documents, ran preliminary approvals with automated underwriting DU & LP. I… Show more FCB is Florida based bank with over 52 branches and $11 billion in assets. As a Senior Loan Officer, I met production goals of $15-$18 million dollars a year. My lending options offered a robust portfolio product line along with FHA, VA, FNMA, FHMLC loans. I managed a pipeline of loans with various levels of complexity, pre-qualifying, matched them with lending products, provided rate quotes, organized and analyzed loan documents, ran preliminary approvals with automated underwriting DU & LP. I demonstrated strong communication skills with all parties in the transaction while following guidelines, policies, procedures, and the required regulations. Show less

Naples, Florida

Mutual of Omaha Bank was a new bank to our community and it was critical to establish relationships with local professionals. My annual production levels were $12-18 million dollars. At this level my experience of analyzing financial documents, follow strict lending guidelines, compliance, and bank policies. Additionally, I worked with a team of colleagues to build this new lending division in our market. I went on to serve on many committees with NABOR working on marketing campaigns… Show more Mutual of Omaha Bank was a new bank to our community and it was critical to establish relationships with local professionals. My annual production levels were $12-18 million dollars. At this level my experience of analyzing financial documents, follow strict lending guidelines, compliance, and bank policies. Additionally, I worked with a team of colleagues to build this new lending division in our market. I went on to serve on many committees with NABOR working on marketing campaigns, educational presentations, and community exposure. As a banking representative I did cross selling of other bank products and referred clients to commercial lending, consumer lending, and the trust department. The team goals were to keep a high retention of client year after year as well as establish new ones Show less

Naples, Florida

TIB Bank was a local community bank publicly traded on the NASDAQ, (now Capital Bank) I started in an operational capacity handling the processing of very complex and confidential documents and files, leading into more involved bank policies, procedures budgeting and investor relationships. After several years I transitioned into sales and production, cross selling, lending and deposit relationships. It was my standard practice to provide a high level of customer service in residential lending… Show more TIB Bank was a local community bank publicly traded on the NASDAQ, (now Capital Bank) I started in an operational capacity handling the processing of very complex and confidential documents and files, leading into more involved bank policies, procedures budgeting and investor relationships. After several years I transitioned into sales and production, cross selling, lending and deposit relationships. It was my standard practice to provide a high level of customer service in residential lending to individuals and small businesses in our community. Show less