|Advisor Name||Designations||Advisor Image URL||Positions||Licenses|
|Richard Heard||JD, CFP®||/files/48572/Richard-Heard.jpg||Senior Client Advisor||
Hello, I am Richard Heard and I received my law degree from the University of Texas School of Law. I practiced business law for over 15 years, including five years as the general counsel for the largest health alliance in the U.S. In this role, among many other responsibilities, I handled the sale and purchase of dozens of small to medium sized businesses. I then spent 15 years as an executive in two Fortune 100 healthcare corporations in roles as General Manager with total P&L responsibility and as a strategic account leader heading teams responsible for major customers, representing up to $10 billion in annual sales, achieving strong growth and significant increases in profitability. I retired from the corporate world after 30 years to pursue a second career as a financial professional, joining my current broker-dealer, now Equitable Advisors, in 2013 as a member of Fitzgerald Wealth Management. I support the FWM value proposition of building and preserving financial independence for clients by designing and implementing customized wealth management plans.
I have been active in the community as both a board member of my local homeowner's association and as a volunteer counselor for SCORE, helping small business owners successfully grow their businesses. Presently I am a board member of Citizens for Animal Protection, an animal rescue not for profit.
My wife Glenda and I have lived in Houston since 1998. We have four sons and five grandchildren.
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