John A. Heald
Certified Financial Planner™, ChFC, CLU
Registered Principal, National Planning Corporation
John A. Heald brings significant experience to his firm and his clients. He began his career in 1981 with CIGNA Individual Financial Services, where he spent seven years developing comprehensive planning skills and a commitment to his clients. John's dedication to personalized service led him to become a partner in a registered investment advisory firm specializing in financial planning, and ultimately to establish Heald Financial Advisors in 1993. John has devoted his energies to developing a firm that maintains the highest professional standards and employs talented and devoted professionals.
Throughout his career, John has sought to provide the highest quality of advice, founded in professional experience. A graduate of Gettysburg College, he earned his BA in Business Administration. John is an Investment Advisory Representative and Registered Representative with National Planning Corporation. He holds Series 7 and Series 24 securities registrations and is licensed to sell life, health, and annuities. John is a Certified Financial Planner™ and has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designation from the American College.
John lives in Medford, New Jersey and is an active member of the community. He serves on the Board of Directors of Brookfield Academy and coaches youth athletics within the community. He is also a member of the Faith Presbyterian Church in Medford and enjoys tennis and golf in his free time.
E-mail John at firstname.lastname@example.org
Danielle has worked in the independent financial service industry since 2005 and became a member of Heald Financial Advisors in December 2010. Danielle has earned a BS in Mathematics and Economics from the University of Delaware. She holds her series 7 securities registration as well as New Jersey State Life and Health Insurance License.
Gina joined the Heald Financial team in March of 2011 and plays a support role within the office. She earned her BA in Sociology and Anthropology at the Richard Stockton College of New Jersey, and previously worked with children struggling with behavior problems. Gina is a member of Faith United Presbyterian Church in Medford, and volunteers as a Youth Leader at Berlin Baptist Church.