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Heather Welsh

CFP®, AEP

Senior Vice President, Wealth Planning Department Leader

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About Heather

Heather Welsh is an accomplished wealth planning professional with a passion for enriching lives. Heather helps clients create a financial planning roadmap designed to accommodate future goals and soften the impact of unplanned life events such as unexpected illness or job loss. 

 

Heather believes the financial planning process helps clients make informed, clear-headed decisions and focus on long-term goals rather than short-term market movements.

 

Heather lives in Brunswick Hills, Ohio, and is an active volunteer in a number of community and national professional financial organizations. She is a Certified Financial Planner, CFP, and Accredited Estate Planner (AEP) and has her Series 7 & 66 (inactive) finance designations. Heather lives with her husband and son and is a graduate of Mercyhurst University with a double major in Business with a concentration in Finance & Dance. She also holds a Master of Science in Finance Services (MSFS) from The American College of Financial Services. Heather is a member of Saint Ambrose Catholic Parish, where she serves as Treasurer of the Endowment Committee and a member of the Welcome Committee. She also serves on the Emerging Leaders Advisory Board for the Akron Children’s Hospital Foundation.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.


Accreditation & Education

CERTIFIED FINANCIAL PLANNER (CFP®)
Accredited Estate Planner® (AEP®)
Acquired the Series 66, The Uniform Combined State Law Examination (inactive)
Acquired Series 7 (inactive)
The American College, Master of Science in Financial services (MSFS)
Mercyhurst University, B.A. in business with a focus in finance and a B.A. in dance, summa cum laude


Up Close

Heather is a member of Saint Ambrose Catholic Parish, where she serves as Treasurer of the Endowment Committee and a member of the Welcome Committee. She also serves on the Emerging Leaders Advisory Board for the Akron Children’s Hospital Foundation.

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Heather Welsh,

CFP®, AEP

Senior Vice President, Wealth Planning Department Leader