Heather Penrod, CRPC® takes a vision and makes it reality through sound strategy development. She intuitively sees the threads of opportunity that wind through an organization, brings them together into a coherent whole, and helps others extend their thinking to collaboratively drive material business advantage. She is an inspirational leader who earns a seat at the table wherever she serves.
As Chief Operations Officer (COO) at Sandy Morris Financial and Estate Planning Services, LLC., Heather oversees the operations of the organization. She is a strategic solutions expert with over 25 years of success working with high-profile companies and began her career in the financial services industry as a financial services representative in 1993. Heather and her husband, Michael, reside in St. Petersburg, Florida. They have one daughter, Alexandria, who is an active duty service member with the Naval Construction Force of the United States Navy, the Seabees.
Heather holds a bachelor’s degree, with highest distinction, in Business Management from Eckerd College and Six Sigma Green Belt in Financial Services from Villanova University. She also earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning. She also holds the Series 6, 7, 26, 63 and 66 securities licenses, along with the FL 2-15 Life, Health and Variable Annuity Agent license.
If Heather were a business quote: “Good business leaders create a vision, articulate the vision, passionately own the vision, and relentlessly drive it to completion” – Jack Welch