Michele Norman joins UVEST Financial, a partner with Heritage Bank, as Financial Consultant

Heritage Bank announces the addition of Michele Norman, who will serve as a Financial Consultant with UVEST Financial Services, a partner to Heritage Bank. Ms. Norman will help business owners or anyone experiencing a life change determine their foremost financial goals and challenges, from which she will develop effective financial plans that are tailored for each client’s unique needs.

Ms. Norman has extensive knowledge from a client perspective. She has 11 years in the investment industry with BB&T Investments and Morgan Stanley. Ms. Norman states, “As a baby boomer, I not only have the skill and experience to address issues of retirement, I also have my 90-year-old father who lives with my husband and me. My husband’s parents also live close by. I am personally familiar with the needs of senior citizens and their caregivers. I have experienced one of the worst bear markets in U.S. history during the 1970’s, and I have the experience, skill set, and tools to help my clients weather the financial interest rate changes in times of booms and busts.”

Heritage Bank is committed to the future of its customers and providing the best return possible on their money. “Heritage Bank has always been dedicated to helping its customers reach their business and personal financial goals,” says Leonard Moreland, CEO of Heritage Bank. “By partnering with Michele, we have the experience that will continue to supply the needs of both consumers and businesses. We are fortunate to have her as part of the team.”

For more information on Heritage Bank’s products, Ms. Norman, or how other Heritage Bank members can meet your banking needs, please call 770-478-8881.

Heritage Bank, a state chartered commercial bank, has been serving metro Atlanta’s Southern Crescent since 1955. The independent community bank features a well-rounded offering of commercial and consumer products, and is an active, involved member of the community it serves. The Bank has seven full service offices. The company’s stock is traded on The Nasdaq Small Cap Market under the symbol “CCFH.” For more information, visit the Heritage Bank website at http://www.heritagebank.com/.

Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, member FINRA/SIPC. UVEST and ­­­­­­­­­­­­­­­­­­­­­Heritage Bank are independent entities. Securities, with the exception of Brokerage CDs, (1) are not bank deposits; (2) are not insured or guaranteed by the FDIC, or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuations in investment return and the potential loss of principal.

---
www.FayetteFrontPage.com
Fayette Front Page
Community News You Can Use
Fayetteville, Peachtree City, Tyrone
---