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

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Heather A. Banks, Financial Planner at Willow Tree Wealth Planning 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 Insurance Company of America, Newark, NJ, and its affiliates. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.

Elite Advisor Summit Day 2! Such an impactful day full of learning from peers and giants in our field.
10/15/2026

Elite Advisor Summit Day 2! Such an impactful day full of learning from peers and giants in our field.

Hello from fabulous Las Vegas Nevada, where I am submersing myself in bettering my client's experience at The Elite Advi...
10/15/2026

Hello from fabulous Las Vegas Nevada, where I am submersing myself in bettering my client's experience at The Elite Advisor Summit!

Always looking for new ways to bring added value to my clients!
10/01/2026

Always looking for new ways to bring added value to my clients!

Willow Tree Wealth Planning is proud to sponsor and support the 44th Annual Henderson County Hunger Coalition Hunger Wal...
09/19/2026

Willow Tree Wealth Planning is proud to sponsor and support the 44th Annual Henderson County Hunger Coalition Hunger Walk. Community support and involvement is a core value for us! A great cause worthy of our support!

Deepening my knowledge with the team behind the portfolios at Clark Capital in Philadelphia!
09/10/2026

Deepening my knowledge with the team behind the portfolios at Clark Capital in Philadelphia!

This month I'm celebrating 10 years with Prudential Advisors! 🎉🎉🎉
07/09/2026

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

05/23/2026
We had the most amazing time supporting the WPO's Entrepreneurial Excellence Forum in Hollywood FL the past few days! Lo...
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!

Excited to support amazing women entrepreneurs at the WPO conference in beautiful Ft. Lauderdale!
05/07/2026

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

Address

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

Telephone

+18283388633

Website

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