Heather A. Banks, Financial Planner at Willow Tree Wealth Planning

Heather A. Banks, Financial Planner at Willow Tree Wealth Planning

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As a Financial Planner, I specialize in financial planning services for a fee. The availability of other products varies by carrier and state. EEO IS THE LAW.

Licensed to sell Health insurance in the following state(s): AK, CA, FL, MT, NC, TN, TX, VA
Licensed to sell Life insurance in the following state(s): AK, CA, FL, IA, KY, MD, MT, NC, OR, SC, TN, TX, VA

CA Insurance License #4159721

"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life insurance and annuities are issued by The Prudential I

07/09/2026

This month I'm celebrating 10 years with Prudential Advisors! 🎉🎉🎉

05/23/2026
05/09/2026

We had the most amazing time supporting the WPO's Entrepreneurial Excellence Forum in Hollywood FL the past few days! Love what we do and who we get to do it for!

05/07/2026

Excited to support amazing women entrepreneurs at the WPO conference in beautiful Ft. Lauderdale!

03/31/2026

Enjoying the sunshine and expanding my expertise in Miami!

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Location

Telephone

Address


1303 7th Avenue E, Suite A
Hendersonville, NC
28792