Heald Financial Advisors
701 Route 73 South
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Heald Financial Advisors was founded in 1993 by John Heald to provide personalized financial planning services and a client first experience. Over the last 27 years the firm has continued to evolve but the client first mentality has always been the firm's focus. With that in mind John started to think about the future and wanted to ensure his clients were well taken care of, as he started to think about handing off the day to day operations of the business. In 2018 John partnered with Stratos Wealth Partners and they began searching for a partner & successor who shared his same values and approach. After an exhaustive search, John chose Dan Loughlin to continue what he started.
In September 2018, Dan joined Heald Financial Advisors as Managing Director. Dan leads the strategic direction of the firm and works directly with clients on planning, investment and lifestyle decisions.
He has a diverse background in financial services, where he spent almost a decade as a wholesaler working with top advisors across the country. Dan joins us from a leading third party marketing firm where he was responsible for identifying potential investors, facilitating the due diligence process, and maintaining relationships with investors. Prior to that he was a Regional Director for a boutique asset manager where he was one of the first five salespeople marketing mutual funds, ETFs and separately managed accounts to financial advisors. Managing a multi-state territory, he raised over $700 million and helped the firm grow from $200 million to over $3B in assets.
Dan holds his Series 7, 6, and 63 licenses with LPL Financial and is an Investment Advisor Representative with Stratos Wealth Partners and a Registered Representative of LPL Financial. He received his Bachelor of Science in Finance from Fairfield University. Residing on the coast of New Jersey, Dan embodies the spirit of fun on land, air or sea: you might find him walking his rescue pups Hooch & Roo, globetrotting with his wife, kayaking, or chasing after his 2 year old son, Cam.
CFP™, ChFC, CLU, Registered Principal, LPL Financial
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 Bachelor’s degree in Business Administration. John is an Investment Advisor Representative with Stratos Wealth Partners and Registered Representative with LPL Financial. He holds Series 7 and Series 24 securities registrations through LPL 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 with his wife, Cynthia, in Moorestown, New Jersey and is an active member of the community. He serves on the Board of Trustees for Brookfield Schools, attends Faith Presbyterian Church, and is a member of Tavistock Country Club. John’s hobbies include traveling with Cynthia and playing golf, tennis, and pickleball.
Ariel joined the Heald Financial Team in February of 2014 as a Sales Assistant. He currently manages the firm’s sales, supports marketing initiatives, and contributes to the research arm of Heald Financial Advisors. He holds a degree in marketing from Cumberland College and a Series 7 Securities License through LPL.
In his spare time Ariel enjoys keeping up with the latest tech gadgets, woodworking, and spending time with his family.
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 in Thibodaux, Louisiana where she is originally from. Her role with Heald Financial Advisors includes being the director of first impressions and providing administrative support for the team.
In her free time she enjoys gardening, painting, and spending time with her grandma and cats.