HEATHER SANTANA

CLIENT SERVICES & OPERATIONS ASSOCIATE

WOMACK WEALTH MANAGEMENT

Heather brings over 20 years of financial industry experience to Womack Wealth Management in her current role as Client Services & Operations Associate. Heather is responsible for providing proactive, concierge-level client services and operational functions for our high-net-worth clients and Wealth Advisors. Her role includes on-boarding clients, facilitating money movement requests, ad hoc client projects, and coordinating client review preparation.

Experience:

  • Client Services & Operations Associate, Womack Wealth Management, Inc. (2020 - Present)

  • Senior Client Service Associate, EP Wealth Advisors, LLC (2018 - 2019)

  • Director of Client Services/Operations/Administrative Services, Integrated Wealth Management, Inc. (1996 - 2015)

 

Education:  

  • Stony Brook University, Stony Brook, NY - Bachelor of Arts, Psychology.

Interests:

Heather enjoys spending time with her daughter, traveling, sailing, and reading. Heather enjoys doing volunteer work for her daughter’s school.