Heather L. Douglass is a Financial Paraplanner Qualified Professional™ and LPL Registered Service Specialist with Arista Financial Group. She has more than 19 years of experience in the financial services and retirement services industries as well as in the insurance industry managing processes and client relationships. She holds her Series 6, 7, 63 and 66 registrations through LPL Financial. She also is a Georgia Insurance Agent for Life, Accident and Health and Variable Products.
Heather’s specializes in strengthening client relationships, maintaining all accounts for accuracy, attending to their service needs, and elevating the client experience with a cheerful servant’s heart.
Prior to joining the Arista Financial Group team, Heather spent 8 years with another LPL Financial advisor office providing excellent customer service and quality account administration to financial investment and insurance clients while adhering to all compliance and regulatory standards. She also held a similar position with a Lincoln Investment Planning Financial advisor firm in the Philadelphia area for 10 years in which her client base was focused on 403(b) and IRA retirement accounts.
Additionally, Heather previously worked in the retirement services industry providing customer support to a Third Party Administrator which jump started her interest in the retirement services sector.
Outside of work, Heather and her husband, Parrish, serve others with their church building families, transforming communities, reconciling cultures and impacting nations. They lead a small group, serve at homeless shelters and senior homes and lead overseas mission trips.
Arista Financial Group and LPL Financial are separate entities.
Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC, www.finra.org and www.sipc.org.