FAIRFIELD, IA – March 18, 2025 — Cambridge Investment Research, Inc. (“Cambridge”), a leading independent financial solutions firm serving 3,800 advisors nationwide, has hired Michael Heavey as Regional Vice President, Business Development. Among his responsibilities, Heavey will lead the firm’s West Coast recruiting efforts, working closely with department leaders to drive leads and develop and evaluate transition packages. He will also partner with enterprises and branch builders to support their recruiting strategies while mentoring Cambridge’s Regional Directors and Associate Directors.

“I’m excited to have Michael join our team,” said Executive Vice President and Chief Business Development Officer, Tammy Robbins. “He brings a lot of depth and a wealth of knowledge to our team, and has great relationships with advisors. I know he will be a valuable asset for us.”

Heavey brings over two decades of experience in business development, sales, and consulting. He joins Cambridge after more than two years at AssetMark, where he managed 15 of the firm’s largest Enterprises and OSJs at independent broker-dealers and was responsible for West Coast national accounts. His career also includes leadership roles at Flexible Plan Investments — where he was Head of Sales and Distribution — Fidelity, Charles Schwab, and MFS Investment Management. Heavey graduated from Northeastern University with a bachelor’s degree in finance and accounting management. He holds the FINRA Series 7, 63, and 65 licenses.

About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at joincambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080