Michael Heath

Michael Heath, AIF®, VP, Supervision Analyst, has spent over two decades in the financial services industry. He first got experience in the financial services industry working in a bank while getting his Bachelor of Science degree in Finance from Florida State University. Shortly after graduation, he began working as a Financial Advisor for nearly a decade. Next, he began working in the back office in Brokerage Services before finally settling into multiple roles in Supervision. His well-rounded background gives him he ability to see various situations from multiple different perspectives while keeping the best interests of the client as the end goal. He holds the Series 6, 7, 24, 63, and 66 licenses and also obtained the AIF® (Accredited Investment Fiduciary). Mike currently resides in Port St. Lucie, Florida.