I have been in the business for more than 20 years. I know the importance of exceptional customer service as well as building strong client relationships. I also know the importance of having financial goals, creating a plan to meet those goals, and continuously monitor them to make sure you reach them. There is no greater feeling in the world than knowing that I have helped someone send their child to college, buy a new home, or retire and travel the world. I love what I do.
Heather White
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I am dedicated to helping individuals and businesses develop financial and investment strategies tha
My mission is to provide every client with targeted, comprehensive financial advice and portfolio management— delivered with the highest level of personal service and professional integrity.
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Location
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Contact the business
Address
1033 Demonbreun Street, Suite 500
Nashville, TN
37203
Opening Hours
| Monday | 8am - 4:30pm |
| Tuesday | 8am - 4:30pm |
| Wednesday | 8am - 4:30pm |
| Thursday | 8am - 4:30pm |
| Friday | 8am - 4:30pm |