Heather Mootz
Financial Advisor
Vice President – Investments
I am a Financial Advisor with Wells Fargo Advisors, serving clients in my community with their retirement, investment planning, education savings, and comprehensive wealth management needs. I enjoy getting to know people on a personal level. Through a process of open communication, I uncover my clients’ goals, objectives, and risk tolerances. This allows me to create plans that best align with each client’s unique needs. By elevating my clients’ needs and hopes, and building plans tailored to address their fears and mitigate risks, my goal is to help them accomplish their short- and long-term life goals.
I’m proud to be part of a company that always puts the client first. From its size and strength to its product and service capabilities, I’m supported at Wells Fargo Advisors by specialists in virtually every wealth management discipline. With access to a broad array of company resources – including research analysts and economic and market experts – I help my clients make informed investment decisions based on their specific needs.