Heather M. Persechino

As a Client Services Assistant with Davie Kaplan Wealth Care Advisors, Heather supports the client services team by assisting with day-to-day client needs and helps to maintain a high level of service and responsiveness to the firm’s clients.

With decades of experience in the financial services industry she enjoys her role in a client support capacity with a detail-oriented, service-focused approach.

Outside of work, Heather enjoys traveling, most notably to hidden gem locations, and is a sustainability artist.

Education

• Associate’s Degree in Business Management, Bryant & Stratton College

Designations

• Notary Public