Find Your Advisor

Search
Generic filters
icon

Heather Newell

Registered Client Service Associate

  • icon
  • icon
View Team Page

Heather Newell is a member of the Hartmann- Jones Team serving in the capacity of a Registered Client Service Associate.  Joining Allen & Company in early 2014, she quickly obtained her Series 7 license and Financial Paraplanner Qualified Professional SM  designation.

Heather has spent her life gaining an appreciation of diverse cultures.  Heather obtained her BS in International Relations from the University of Central of Florida in the Spring of 2018. She has an upper-intermediate proficiency in German and has traveled to 17 countries.  In 2014 she partnered with the Hope Project to help build homes in Nicaragua. A lifelong learner and valedictorian of Landmark Christian High School in Haines City, Heather returned to her Polk County roots.  A member of the Florida Trail Association and outdoors enthusiast, she enjoys hammocking, kayaking, camping, gardening and hiking.  Graduating from “EMERGE Serves” in 2016, a servant’s heart makes her most invaluable.

Investment advisory services offered through Allen & Company of Florida, LLC (Allen & Co) and its affiliate, LPL Financial LLC (LPL), registered investment advisers. Securities offered through LPL, member FINRA/SIPC. Heather Newell is registered with and holds the Series 7 registration with LPL.

Back to Top