Heath Prior

President, Investment Advisor Representative

Heath Prior is a financial advisor with over 15 years' experience in the financial services industry. Starting as a recruiter of financial planners,Heath Prior Heath traveled around the United States interviewing and recruiting the best advisors in the nation. After realizing he liked their job much moreĀ than his own, he decided to get licensed and join them.

As an independent advisor, Heath brings his business and individual clients a wealth of knowledge and access to some of the best solutions available from the industry. His focus on the business side is retirement planning, executive compensation and succession planning. For individuals, Heath provides his clients with solutions for investments, insurance, estate and financial planning.

One of Heath's passions is serving the Charlotte region's business community. Heath is the Past Chair for the Charlotte Regional Business Alliance North Chapter and previously served on the Charlotte Chamber Board of Directors class of 2015.

When Heath is not busy at work crunching numbers, analyzing charts and meeting with clients, he loves his time with his wife and two children.

Phone 704-536-9900
Fax 704-765-1812
Mobile Phone 980-890-6787