Adviser
Maggie Heaps currently serves as the Human Resources Manager at RWA Wealth Partners, having started in December 2022, after previously holding the role of Human Resources Associate. Prior experience includes working as an Associate Consultant and Communications Associate at Holistic from February 2021 to December 2022, as well as a Public Relations Assistant at The MAS Ink for a brief period in 2020. Educational background includes a Bachelor's degree in English from Villanova University, where significant involvement included serving as a Writing Tutor at the Villanova Writing Center from January 2018 to May 2019 and as Vice President of Member Education & Programming for Alpha Phi International Fraternity. Additional roles include Public Relations Intern at Regan Communications, Human Resources Intern at Cape Cod Healthcare, and Senior Counselor at YMCA Camp Huckins.
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Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.