R. Jeffrey Heard

R. Jeffrey Heard

Wealth Manager/Partner

Jeff Heard is a second generation native Floridian. Most of Jeff's close-knit family resides here in Central Florida. For 10 years Jeff personally owned a successful business as a landscape designer, state licensed irrigation contractor and a state D.O.T. contractor. He sold his corporation in 1996, which employed over 25 employees.

Since that time, Jeff has dedicated himself to helping other business owners, young families, and retirees achieve financial success. Being a former business owner gives Jeff a deeper understanding of the daily challenges of business ownership. He has instructed numerous workshops on DROP, FRS Lump-Sum Distributions, Estate Planning, Investments and Tax Strategies, Long Term Care Planning, and Business Continuation. Another area of focus for Jeff is assisting people who are employed by cities or counties with their pension plan.

Jeff's years of experience with these plans has enabled him to help his clients negotiate their best route to retirement; whether it's the Florida Retirement System or a city pension plan. He enjoys helping others reach their financial goals and watching his clients grow over the years. Another passion for Jeff is heading up the men's ministry group for his church. He has been married for over 28 years to his high school sweetheart, Kimberly. They have three sons; Seth, Ethan and Shane and a beautiful little girl, Katie.

Licensed in Florida:

  • Life, Health, and Annuities

Securities Registrations:

  • Investment Company and Variable Contracts Products Representative - Series 6
  • Investment Advisor Representative - Series 65
  • General Securities Representative - Series 7

Meet R. Jeffrey Heard - Wealth Manager/Partner