Heather Mosher

AAMS®

Financial Advisor

Heather Mosher AAMS(R)

Helping Hundreds of Clients Navigate their Finances

I’ve been in the Financial Services Industry since 2006, beginning my career at Hilliard Lyons and then continuing at Raymond James. I specialize in retirement planning, 401k rollovers and managing investment portfolios. I have extensive experience helping clients apply for Social Security benefits and have helped hundreds work to get the timing of those benefits just right. In addition to my role as Financial Advisor, I have led the Raymond James Holland branch as Branch Manager. I managed a staff of close to 30 people and was responsible for overseeing thousands of accounts. I joined West Michigan Advisors in 2022 and am currently focused on managing investment portfolios and helping clients navigate their finances through the various stages of life.

I earned a bachelor’s degree in business administration from Davenport University in 2007. Professionally, I have earned Series 7, 9, 10 and 66 licenses. I’ve also earned the life and health, and variable annuity licenses and the Accredited Asset Management Specialist ® designation.

Originally from Holland, Michigan, my husband Eric and I, have two children, Andrew and Jacob. We live on an 80-acre farm near Hamilton and my husband farms our land. In my free time, I enjoy caring for our small flock of poultry, taking our two German Shepherds on hikes and camping with our family.

Specific Areas of Expertise

Retirement planning, 401k rollovers, managing investment portfolios, and social security planning.

What Makes Someone a Great Fit to Work with Me

My typical clients are pre-retirement and in need of a custom plan.

Favorite Part of My Job

Building relationships and walking clients through the various stages of life.

What I Love Most About West Michigan

Summers on Lake Michigan and time spent with my family on our farm.