Heather Goddard, CFP®, has a diverse background in financial planning and management. Currently serving as a Wealth Planning Associate at UBS since September 2024, Heather previously held various roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative from November 2022 to September 2024. Relevant experience also includes internships at Northwestern Mutual as a College Financial Planning Intern, Balance Wealth Advisors as a Private Wealth Management Intern, and Citizens Investment Services as an Investment Assistant. Additionally, Heather is a Yoga Sculpt Instructor at CorePower Yoga from July 2023 to June 2025, and worked as a Student Note-Taker at Emmanuel College (Boston) from February 2019 to January 2020. Heather earned a Bachelor of Arts degree in Management/Marketing from Emmanuel College (Boston) in 2020.
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