Ethan Heard

Ethan Heard

Wealth Manager

Ethan Heard is a third generation Florida Native. He graduated high school from Liberty Preparatory School and went on to study at Seminole State College. There he graduated at the top of his class with a degree in Automotive Technology and pursued a career as a Master Certified Technician for three years. Throughout this time, he learned about hard work, the value of a dollar, and the importance of customer relationships.

After many long conversations with his father, Jeff Heard, and six months of internship with The Estate and Business Planning Group, Ethan decided to follow in his father’s footsteps. He obtained his Series 7, 63 and 65 licenses along with the Florida Life, Health, and Annuity license. Additionally, Ethan is pursuing his bachelor’s degree in Business and Finance Management at Seminole State College.

Ethan is proud to be part of the Estate and Business family carrying on the tradition of integrity, service, and building relationships. His passion for helping people and building custom financial plans for each client is evident. When he is not at work, Ethan enjoys working in the garage, traveling with his wife, Madison, and spending time in the great outdoors with his family and friends.

Licensed in Florida:

  • Life, Health, and Annuities

Securities Registrations:

  • Series 7
  • Series 65
  • Series 63