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  • OSJ@wealthplanfinancial.com

Heidi Ewing

  2. Les Wilson
  3. Heidi Ewing

Heidi Ewing

Client Service Associate
Phone: (704) 864-9404 x203
Fax: (704) 864-3863
Email: hewing@wfgnc.com

 

As a Client Service Associate at Wilson Financial Group, I specialize in client services, administrative management, and receptionist duties. I prioritize customer care and client relations daily so that the people we work with feel that they are in good hands with our experienced professionals. I am motivated by making our clients feel at ease with the volatile market and aiding in their day-to-day needs.

I graduated from UNC Charlotte in 2015 with a degree in Mathematics and a concentration in Actuarial Science. I have over 10 years’ experience in the customer service field and have a passion for serving others.

Outside of work you will either find me curled up watching the latest movie, whipping up a new recipe, slinging dirt in my garden, or spending time with my loved ones. I am a Belmont native that enjoys staying busy!

 

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

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