Team

Mara Shaughnessy

Mara Shaughnessy serves as an Administrative Assistant with Heath Wealth Management, LLC. Mara graduated with a B.A. from the University of South Florida and a Juris Doctorate(Doctor of Law) from Barry University. Mara is focused on helping families and businesses with their estate considerations and beneficiary reviews. She believes that having a plan in place …

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Will Heath

Will Heath, serves as an LPL Financial Planner with Heath Wealth Management, LLC. Will graduated from the University of South Florida with a Bachelor of Science in Business Management. His professional registrations include Series 7 and Series 66, held through LPL Financial. Will is focused on helping young investors understand the importance of starting early. …

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Elijah Heath CFP®, ChFC®, CLU®

With over 20 years as a financial professional, Elijah Heath CFP®, ChFC®, CLU®, is dedicated to helping individuals and families pursue their financial goals.  He uses his established processes in an effort to address quality investments with the appropriate financial goal, taking into consideration his clients’ comfort zone, risk, and volatility into account.  Elijah’s experience through …

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