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701 Route 73 S, Suite 2-123
Marlton, NJ 08053

(856) 985-1717

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Team

 

John A. Heald

CFP™, ChFC, CLU, Registered Principal, National Planning Corporation

856-985-1717

856-985-3033

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...

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Ariel joined the Heald Financial Team as their Sales Assistant in February of 2014. His role is to support the sales, marketing, and research arm of Heald Financial Advisors. He holds an associates in marketing from Cumberland College,...

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Joyce Oti

Operations Manager

856-985-1717

856-985-3033

Joyce Oti has worked in the banking industry for over 15 years and obtained her life and health insurance state license from the American School of Business in 2006. Joyce is a graduate of William Paterson University; she earned her BA...

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Nikki Rafferty

Administrative Assistant

856-985-1717

856-985-3033

Nikki joined the Heald Financial Team as their Administrative Assistant in February of 2017. She has earned her bachelor’s degree in English from Nicholls State University. Her role with Heald Financial Advisors includes being...

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