Begin typing your search above and press return to search.
Additional menu has not been selected. Do this in the Theme Options → Header → Additional Menu.
  • 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.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

    © 2017-2023 | WealthPlan Financial. All rights reserved.