he****@jp****.com & No phone number available.

Cfp Heather Furdyna

As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with wealthy individuals, senior... | Boston, Massachusetts, United States

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Cfp Heather Furdyna’s Emails he****@jp****.com

Cfp Heather Furdyna’s Phone Numbers No phone number available.

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Cfp Heather Furdyna’s Location Boston, Massachusetts, United States

Cfp Heather Furdyna’s Expertise As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with wealthy individuals, senior executives, business professionals and multi-generational families to formulate holistic wealth management strategies. My focus is on guiding them to optimize hard-earned assets and ensure lasting legacies. I leverage more than 15 years of wealth and retirement planning, lending and banking experience to help sophisticated clients chart a comprehensive course for the futures they envision. I take the time to understand each individual and the short- and long-term goals they consider most important. I tap the exceptional resources and global capabilities of J.P. Morgan to help turn aspirations into reality. By delivering on my commitments and offering financial peace of mind, I have built a reputation for being a trusted advisor and fierce client advocate. CFP and CERTIFIED FINANCIAL PLANNER are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Cfp Heather Furdyna’s Current Industry Jp Morgan Private Bank

Cfp Heather Furdyna’s Prior Industry
Axa Advisors | Albany Financial Planners | Santander Bank | Clarfeld | Jp Morgan Private Bank

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Work Experience

Jp Morgan Private Bank

Banker | Vice President | J.P. Morgan Private Bank

Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Clarfeld

Wealth Management Advisor, Vice President

Sun Nov 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Santander Bank

Select Banker

Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

Santander Bank

Premier Banker

Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Albany Financial Planners

Portfolio Analyst

Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Axa Advisors

Senior Financial Advisor

Sat Oct 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)

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Languages

Cfp Heather Furdyna Email Addresses

he****@jp****.com Work Email

he****@jp****.com Personal Email

FAQ About Cfp Heather Furdyna

Cfp Heather Furdyna is located at
Boston, Massachusetts, United States

Cfp Heather Furdyna is a
As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with wealthy individuals, senior executives, business professionals and multi-generational families to formulate holistic wealth management strategies. My focus is on guiding them to optimize hard-earned assets and ensure lasting legacies. I leverage more than 15 years of wealth and retirement planning, lending and banking experience to help sophisticated clients chart a comprehensive course for the futures they envision. I take the time to understand each individual and the short- and long-term goals they consider most important. I tap the exceptional resources and global capabilities of J.P. Morgan to help turn aspirations into reality. By delivering on my commitments and offering financial peace of mind, I have built a reputation for being a trusted advisor and fierce client advocate. CFP and CERTIFIED FINANCIAL PLANNER are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. Jp Morgan Private Bank

Cfp Heather Furdyna currently works in the
Jp Morgan Private Bank

Cfp Heather Furdyna specializes in
As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with wealthy individuals, senior executives, business professionals and multi-generational families to formulate holistic wealth management strategies. My focus is on guiding them to optimize hard-earned assets and ensure lasting legacies. I leverage more than 15 years of wealth and retirement planning, lending and banking experience to help sophisticated clients chart a comprehensive course for the futures they envision. I take the time to understand each individual and the short- and long-term goals they consider most important. I tap the exceptional resources and global capabilities of J.P. Morgan to help turn aspirations into reality. By delivering on my commitments and offering financial peace of mind, I have built a reputation for being a trusted advisor and fierce client advocate. CFP and CERTIFIED FINANCIAL PLANNER are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Cfp Heather Furdyna speaks the following languages:
No languages available.

Cfp Heather Furdyna has prior experience in the following industries:
Clarfeld , Santander Bank , Santander Bank , Albany Financial Planners , Axa Advisors

Cfp Heather Furdyna has the following professional experience:
Jp Morgan Private Bank , Clarfeld , Santander Bank , Santander Bank , Albany Financial Planners , Axa Advisors .