Ethan Heard

Ethan Heard

Financial Representative

Ethan Heard is a third generation Florida Native. He graduated high-school from Liberty Preparatory School at age 17 and went on to study at Seminole State College. There he graduated at the top of his class with a degree in Automotive Technology. Ethan pursued a career as an automotive technician while still attending Seminole state to complete his A.A. in business and finance. He worked full time at the local Ford Dealership for 3 years as a Master Certified Technician. 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, Ethan decided to follow in his footsteps. After six months of internship, with The Estate and Business Planning Group, he pursued the necessary licensing to join the team. After intensive preparation and testing, Ethan holds his Series 7 license, his Series 65 license and his Florida Life, Health, and Annuity license. With licensing complete, he began building his clientele. He is passionate about helping people and he loves building a custom financial plan that fits each client. Ethan spends time every week training with the EBPG partners, further developing his knowledge in the financial services arena.  He is also continuing his college education to obtain his bachelor's degree in finance management at Seminole State College. Thanks to his training, education and experience, Ethan has also become experienced on the Florida Retirement System. In addition to FRS, he focuses in business planning, life insurance, and wealth management. Ethan is proud to have been a part of the Estate and Business family for two years now, and is excited to carry on the tradition of integrity, service, and building relationships.

Outside of work, Ethan enjoys spending time exploring the outdoors, working on cars, and playing guitar in his church worship band. He loves his home state of Florida, his family, and his work.

Licensed in Florida:

  • Life, Health, and Annuities

Securities Registrations:

  • Series 7
  • Series 65