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. He believes that building the habit of making consistent, reasonable contributions to one’s portfolio should be the main objective. This strategy allows those on a tighter budget to still participate in the market without breaking the bank. Orienting his focus towards building these habits also creates a driving force within the client to maintain this level of consistency for years to come. He continues to educate himself with new products and strategies.
Will currently resides in Riverview, FL. Will has a love for the automotive industry and enjoys being around friends in his spare time.