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Heath Prior

Heath Prior

President, Prior Wealth Planning
Financial Advisor, Lincoln Financial Securities
Office: (704) 536-9900 x101

Heath Prior is a financial advisor with over 10 years’ experience in the financial services industry. Starting as a recruiter of financial planners, Heath traveled around the United States interviewing and recruiting the best advisors in the nation. After realizing he liked their job much more than his own, he decided to get licensed and join them.

As an independent advisor, Heath brings his business and individual clients a wealth of knowledge and access to some of the best solutions available from the industry. His focus on the business side is retirement planning, executive compensation and succession planning. For individuals, Heath provides his clients with solutions for investments, insurance, estate and financial planning.

One of Heath’s passions is serving the Charlotte region’s business community. Heath is the Chair for the Charlotte Chamber of Commerce Northwest Chapter and previously served on the Charlotte Chamber Board of Directors class of 2015.

When Heath is not busy at work crunching numbers, analyzing charts and meeting with clients, he loves his time with his wife and two young children.

Click here for more information about Heath and Prior Wealth Planning.


Prior Wealth Planning