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Heather Shiver

Heather Shiver

Director, Wealth Management Operations

(850) 972-9692

heather@planwithlegacy.com

Heather, a Tallahassee native, is known for her dedication to helping clients and thrives on giving them peace of mind. With over a decade of experience, she obtained her Series 7 & 66 licenses in 2024, to enhance her ability to serve clients with a wider range of investment-related responsibilities. She enjoys time spent with her husband, dog, and loved ones. Whether finding beauty in life’s small moments or through exploring new places, Heather is always ready to make an adventure out of everything.

Joined our team in 2023