Heidi Bannerman

Client Advocate

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 AZ. And includes 15 years nurturing and strengthening client relationships while supporting multiple teams with Morgan Stanley as a Registered Associate, having 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, NC in the summer of 2002 from Scottsdale, AZ 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 NC 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 and playing in our vegetable & flower gardens!