RICHARD HEARD<br /><span class=JD, CFP®" class="right photo vcard_img" width="300" />

RICHARD HEARD
JD, CFP®

Senior Client Advisor

Office: 281-717-2156
Mobile: 832-866-6454
E-mail:
 
Advisor Name Designations Advisor Image URL Positions Licenses
Richard Heard JD, CFP® /files/48572/Richard-Heard.jpg Senior Client Advisor
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LinkedIn Email
https://www.linkedin.com/in/richard-heard-cfp%C2%AE-aa9ab536/ rheard@fitzgeraldwm.com
 
Bio

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.

 
Disclaimer

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Equitable Advisors and its financial professionals do not provide tax or legal advice. Individuals are reminded to contact their personal tax and/or advisors regarding their specific circumstance.

 
FAQ

 

  • What are your daily reads? Financial publications
  • What is the greatest challenge you have overcome? Dealing with divorce.
  • How do you stay sharp? Constantly challenging myself to learn new things
  • Financial lesson you will teach your children? Building a budget and living within it. If you cannot master this fundamental step, nothing else matters, including how much money you make.
  • Most satisfying part of life at Fitzgerald Wealth Management? The opportunity to help clients understand and feel confident about their circumstances.
  • Most people don’t know that I have... Should have been a forest ranger.

Arkansas Insurance License #: 17125507


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Fitzgerald Wealth Management is not owned or operated by Equitable Advisors, LLC or its affiliates.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck