Heath Echols

Heath Echols has an extensive work experience in the finance industry. Heath started their career in 1996 as the Chief Operating Officer at Kinsight, LLC, where they managed the day-to-day operations of the company and served clients as a Portfolio Advisor. In April 2017, Kinsight, LLC was acquired by Warren Averett Asset Management, LLC, and Heath transitioned into the role of Chief Technology Officer. At WA Asset Management, LLC, they provide financial planning and investment management services to clients.

Heath Echols completed their education in Finance from Auburn University, earning a Bachelor of Science degree between 1994 and 1996. Later, they pursued a Master of Science degree in Financial Planning from The University of Alabama from 2005 to 2006.