Heather Lawrence, CFP®, CTFA

Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor (CTFA), Heather brings over two decades of experience in financial, estate and wealth advising. She collaborates with clients as they develop and manage their comprehensive goals-based financial plan. Heather takes the time to thoroughly understand each client’s goals, dreams, resources, and life perspective. She then works closely with them to develop a personalized plan that is objective, coordinated, purposeful and continually evolving.

Prior to joining Alpha Financial, Heather gained extensive industry experience at Deloitte & Touch, First Union/Wachovia, First Citizens, and BB&T (now Truist) where she focused on financial and estate planning, tax projections, investment advisory and risk management. Heather thrives on helping affluent and ultra-affluent clients determine how they can retire, live vibrantly, and transition assets to the next generation while keeping a keen eye on taxes and protecting family members from unforeseen events. Helping clients understand their planning options and make informed and deliberate choices is Heather’s passion. Heather earned a B.S. in Financial Counseling & Planning and Consumer Affairs from Purdue University.

Heather currently serves on the Board of Trustees and the Executive Board of Trustees for Thompson Child and Family Focus. She is also the chair of the Foundation Committee (investment committee) and the Client Rights Liaison. Additionally, she mentors and supports families in the Charlotte area who are new to tube feeding their children with blended diets. Residing in Mint Hill, Heather is married with three boys, and is devoted to her family. Heather enjoys almost any activity that is outdoors, travel, football and spending time with family.