CHIEF FIDUCIARY ADVISOR
Heidi’s goal is to help our clients experience first-class service. With over 15 years’ experience, and vast knowledge of the financial services world, she provides smooth operations and processes to make sure every client feels the Roberts Wealth difference. As our Chief Fiduciary Advisor, she strives to make sure all aspects of a client’s experience are held to the highest of standards and that each person knows they are part of the Roberts Wealth Family and not just another client.
Heidi is a lifelong resident of the Mississippi Gulf coast. She went to high school at Biloxi High and graduated from the University of Southern Mississippi in 2006. She currently lives in Biloxi with her husband and their two children.
Heidi truly enjoys spending time with her family, traveling, and her time at church. For her there is nothing more important than trusting that no matter the circumstances God is in control.
Email Address: [email protected]
Phone: (228) 388-2031
Roberts Wealth Management Team
Client & Golf Relations Coordinator
Director of Procurement
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Paul E Roberts, III.
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Phone (251) 228-4793
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of Paul Roberts and his affiliates, and should not be regarded as a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov
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