Heather Coyle, LPL Financial Advisor, began her career in financial planning services as a Financial Consultant to advisors across the US. She provided tools, resources and educated advisors on various investment strategies including mutual funds and annuities. Previous to joining Elevate Wealth Management, Heather focused on working with families with Special Needs loved ones and developed financial plans that catered to their unique challenges and needs, with government benefits, tax and legal implications carefully considered. , Heather focuses on helping new clients with financial planning and investment management needs, Special Needs planning, and developing educational seminars for our clients. Throughout her career, Heather has found her true passion lies in helping individuals truly understand the power of financial planning and investing – to not just be told what to do but to understand why we are doing it. Heather feels that one of the best compliments she can receive is when a client tells her that she made a concept they previously had difficulty with easy to understand and confident to move forward with.
Heather is originally from the North East and made Colorado home in 2011. Outside of work she enjoys spending time with her family, friends, and her Bernedoodle “Benny”. She enjoys skiing, cycling, hiking, and everything Colorado has to offer!
Heather holds the Certified Financial Planner (CFP®) designation, FINRA Series 6, Series 7, and Series 66 registrations with LPL Financial, and insurance licenses. She holds the Chartered Special Needs Consultant® designation.