Heather Smith

Heather Smith is a seasoned professional in the financial services industry with extensive experience in management roles focusing on client success, compliance, and onboarding operations. Currently serving as Manager of Suitability at Thrivent since April 2024, Heather previously held pivotal positions including AVP at LPL Financial, where responsibilities encompassed managing registrations and compliance teams, and Director of Onboarding Operations at Kestra Financial, overseeing multiple operational groups. Early career highlights include roles at VALIC Financial Advisors and State Farm, where foundational skills in financial advising and client relations were developed. Heather holds a BS in Business Management from the University of Phoenix and an Advanced Diploma from Huntsville High School.