Ethan Heard, MSFP

Ethan Heard is a third-generation Florida native with a diverse professional background rooted in discipline, technical expertise, and client service. He graduated from Liberty Preparatory School before continuing his education at Seminole State College, where he earned top honors with a degree in Automotive Technology. He went on to work as a Master Certified Technician for three years, developing a strong work ethic, an appreciation for the value of a dollar, and a commitment to delivering exceptional client experiences.

Following meaningful mentorship from his father, Jeff Heard, and after completing a six-month internship with The Estate and Business Planning Group, Ethan transitioned into the financial services industry. He has since earned his Master of Science in Financial Planning and holds the MSFP designation, equipping him with advanced knowledge in comprehensive financial planning strategies.

Ethan is licensed with his Series 7, 63, and 65 securities registrations, along with the Florida Life, Health, and Annuity license. He is proud to be part of The Estate and Business Planning Group, continuing a family tradition built on integrity, service, and long-term relationships. Ethan is passionate about helping clients navigate complex financial decisions and designing personalized strategies aligned with their goals and values.

Outside of the office, Ethan enjoys working in the garage, traveling with his wife, Madison, and spending time outdoors with family and friends.

Licensed in Florida:
Life, Health, and Annuities

Securities Registrations:
General Securities Representative – Series 7
Uniform Investment Advisor – Series 65
Uniform Securities Agent – Series 63