Heather Robison


Investment Executive

HEATHER.ROBISON@RAYMONDJAMES.COM

 

Financial advisor and CERTIFIED FINANCIAL PLANNER professional, Heather Robison, is dedicated to helping families preparing to retire or in retirement navigate the myriad details of wealth management. As an Investment Executive on the Susan Dick Financial Services, LLC team, Heather works closely with clients to develop customized retirement and estate plans through a detailed process: understand, design, implement, and monitor. Her recommendations are made solely in the interest of providing the highest value and benefit to clients.

Heather graduated magnum cum laude from the University of Oklahoma with a Bachelor of Science and holds a Master of Science in Personal Financial Planning from Kansas State University. Heather is a registered investment advisor agent with Series 7, 66, 9, and 10 licenses. In order to provide a vast range of wealth management services, she is also licensed to deliver life insurance, long-term care, and fixed/variable annuity products. Through Susan Dick Financial Services, LLC's association with Raymond James Financial Services, Inc. she has access to superior technology, highly acclaimed investment research analysts, and Raymond James Bank's Trust and lending services.

Heather moved home to Bartlesville in 2006 when she began working in the operations side of the industry. A year later she helped found Susan Dick Financial Services, LLC and has loved every minute of working with her mother, Susan Dick, President of Susan Dick Financial Services, LLC. Heather has played an integral part of the success of the wealth management team which has been recognized by Raymond James as a Leader's Council Member* every year since 2011. Heather served on the board of the Richard Kane YMCA from 2010-2016 for which she received the Volunteer of the Year award in 2012. In 2014, she was the chair of the Young Professionals of Bartlesville and was a class XXII graduate of Leadership Bartlesville. Although Heather loves giving back to her community, she has slowed down a bit since the birth of her daughter last year. Since then she and her husband, Aaron, have been busy trying to teach baby Kate to say "Boomer".

*membership is based on prior year fiscal year production. Re-qualification is required annually.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.