Jeffrey "Jeff" Heard, CFP, CIMA, CPWA
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Three generations in front yard

Jeffrey "Jeff" Heard, CFP, CIMA, CPWA

Senior Vice President–Wealth Management

Financial Advisor

I have spent the last 19 years in Wealth Management (over 34 years in financial services), and have earned each of the CFP®, CIMA® and CPWA® designations. In addition, I have earned UBS's "Wealth Advisor" Designation. My wife, Daray, and I are both graduates of Texas A&M, and we are actively involved in our church. We have a daughter (TAMU '14, TAMU '15), and three sons (TTU '17, UT '20, TAMU '22). I am currently on the board of KSBJ Educational Foundation (previously Chairman and Secretary/Treasurer of KSBJ Special Events and Ticket Servant, Inc.), and was previously the Secretary/Treasurer of KSBJ Educational Foundation and also of Pregnancy Assistance Center North. I also enjoy camping, fishing and hunting with my family.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MO
  • NC
  • NV
  • OH
  • OK
  • PA
  • TX
  • UT
  • VA
  • VT
  • WA

Jeffrey "Jeff" Heard, CFP, CIMA, CPWA

Education

  • BBA Finance, Texas A&M University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Wealth Advisor

Jeffrey "Jeff" Heard, CFP, CIMA, CPWA

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

Email Me

Jeffrey "Jeff" Heard, CFP, CIMA, CPWA

Senior Vice President–Wealth Management

Financial Advisor

I have spent the last 19 years in Wealth Management (over 34 years in financial services), and have earned each of the CFP®, CIMA® and CPWA® designations. In addition, I have earned UBS's "Wealth Advisor" Designation. My wife, Daray, and I are both graduates of Texas A&M, and we are actively involved in our church. We have a daughter (TAMU '14, TAMU '15), and three sons (TTU '17, UT '20, TAMU '22). I am currently on the board of KSBJ Educational Foundation (previously Chairman and Secretary/Treasurer of KSBJ Special Events and Ticket Servant, Inc.), and was previously the Secretary/Treasurer of KSBJ Educational Foundation and also of Pregnancy Assistance Center North. I also enjoy camping, fishing and hunting with my family.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MO
  • NC
  • NV
  • OH
  • OK
  • PA
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • BBA Finance, Texas A&M University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Wealth Advisor
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380
  • (281) 362-2248

Email Me

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