At Heald Financial Advisors we understand that financial planning is about more than finances – it’s about helping clients to preserve and grow their assets in a way that meets their personal goals.

We work hard each day to ensure our clients have the peace of mind that comes from knowing they have a trusted advisor committed to working with them to make their dreams a reality.

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 lead 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 and expertise. A graduate of Gettysberg 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.

Marianne E. Carter, FLMI, CLU

Marianne has been in the financial services industry for 24 years. Her first affiliation was with Berkshire Life Insurance Company in marketing and computer services. Marianne holds the Fellow, Life Management Institute (FLMI) designation in Marketing Life and Health Insurance. She earned her Chartered Life Underwriter (CLU) designation from The American College. Currently, she is working on the CASL (Certified Advisor for Senior Living) and ChFC (Chartered Financial Consultant) designations at The American College.

Marianne has Series 7 and Series 66 securities registrations and is licensed to sell life, health and annuities. A graduate of Massachusetts College of Liberal Arts, Marianne has a B.S. in Business Administration and Management.

In her free time, Marianne enjoys cooking, traveling, and reading and is an active member at Faith Presbyterian Church, where she attends with her husband, Jimmy.
She has two grown children, Rachel and JP.