Heidi Bannerman
Client Advocate, Client Orientation Team
Chapel Hill, NC | 919-636-3634
Overview
Heidi joined the Chapel Hill office of Stearns Financial Group in 2020. Her experience in the financial industry began in 2000 for a small fiduciary group in Arizona and includes 15 years of nurturing and strengthening client relationships while supporting multiple teams at Morgan Stanley as a registered associate. She obtained her securities licenses in 2014 and frequently assisted with management of client’s portfolios. She also served as part of the coaching program for onboarding new associates. Heidi emphasizes the importance of the rapport between advisors and their clients in developing great relationships while helping clients to reach their financial goals.
About Me
I moved to Raleigh, North Carolina in the summer of 2002 from Scottsdale, Arizona after being raised on the beaches of Southern California. My husband, Scott, and I were married in the Outer Banks in 2007. We have a daughter, and we also share my older son with his father. My husband’s family are North Carolina natives, and I have come to adopt many southernisms from them along with the love of NC State. GO PACK!! In our spare time, we love to attend summer concerts at the Creek with the kids, and we try to get to the beach as often as we can. We enjoy cooking, playing with the dogs in the yard, and watching the flowers grow!