Heather joined Allen & Company in 2015 and serves as Chief Client Service Associate on Team Devoted. She is dedicated to pursuing the team’s vision. “For You. Generous Together.” She holds the Series 7 and 66 licenses and has achieved the Financial Paraplanner Qualified Professional ™ and Chartered Retirement Plans Specialist ™ designations.
Having obtained her BS in International Relations from the University of Central of Florida in 2018, Heather has a deep appreciation of diverse cultures. She has traveled to 17 countries and in 2014 partnered with the Hope Project to build homes in Nicaragua.
A lifelong learner and valedictorian of Landmark Christian High School in Haines City, Heather values her Polk County roots. As an outdoors enthusiast, she enjoys hammocking, kayaking, camping, gardening, and hiking. Graduating from “EMERGE Serves” in 2016, she truly has a servant’s heart.
Faith and family are the foundation of Heather’s life. She is actively involved in her church, Redemption Lakeland and cherishes her husband and daughters. Having a hunger to see the world and all its beauty, she delights in the words of John Muir, “Of all the paths you take in life, make sure a few of them are dirt.”
Heather Newell is registered with and holds her series 7 and 66 licenses through LPL Financial.