Heather Gudac becomes Newest Partner in Financial Symmetry

Top Quote Heather Gudac has become the newest partner in Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. End Quote
  • (1888PressRelease) May 24, 2013 - Raleigh, NC -- Gudac states, "I am proud to join the firm as a partner and look forward to contributing to our high-level client service model as our company continues to grow. I am excited to share ownership in a company that is built on a strong foundation, with an emphasis on team work and service."

    Heather began her career with the firm as a financial planning intern in late 2006. This transitioned into a full-time position as Operations Specialist and Office Manager in 2008, and was followed by promotion to Operations Manager in 2011. Heather is a graduate of North Carolina State University, with a BS in Business Management.

    "Heather's talent and skill have been a great asset to FSI. She has been integral in not only keeping our company operating smoothly, but also advancing our processes so we can continue to improve services and manage our growth. We're delighted to welcome her as a shareholder and officer of the company," says Financial Symmetry founder Bill Ramsay, CFP.

    In addition to her responsibilities of overseeing the daily operations of the firm, Heather assists with portfolio administration and growth management, and manages a growing operations team. Working closely with FSI's advisors, Heather coordinates new account transitions, supervises account maintenance and guides our clients though qualified account rollovers and distributions processes.

    About Financial Symmetry
    Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families. "Fee-only" means that they neither sell products nor receive commissions, being paid solely by their clients. This allows them to offer their clients the impartial advice necessary to make effective financial decisions. Visit www.FinancialSymmetry.com for more information.

    Press Contact:
    Heather Gudac
    Financial Symmetry
    Raleigh NC 27607
    919-851-8200 ext. 205
    hgudac ( @ ) financialsymmetry dot com
    http://financialsymmetry.com/

    ###
space
space
  • FB Icon Twitter Icon In-Icon
Contact Information