Will Heath

Will Heath, serves as an LPL Financial Planner with Heath Wealth Management, LLC. Will
graduated from the University of South Florida with a Bachelors of Science in Business
Management. His professional registrations include the Series 7 and Series 66, held through LPL
Financial.

Will is focused on helping young investors understand the importance of starting early. He
believes that building the habit of making consistent, reasonable contributions to one’s portfolio
should be the main objective. This strategy allows those on a tighter budget to still participate in
the market without breaking the bank. Orienting his focus towards building these habits
also creates a driving force within the client to maintain this level of consistency for years to
come. He continues to educate himself with new products and strategies.

Will currently resides in Riverview, FL. Will has a love for the automotive industry and enjoys
being around friends in his spare time.