About Heath Prior

Heath Prior is a financial advisor with over 15 years of experience in the financial services industry. He began his career as a recruiter of financial planners, traveling across the United States to interview and recruit top advisors. After realizing he enjoyed the work his candidates were doing more than his own, he decided to get licensed and join the profession.

As an independent advisor, Heath offers his business and individual clients a deep knowledge base and access to high-quality solutions across the industry. His focus for business clients includes retirement planning, executive compensation, and succession planning. For individuals, he provides guidance on investments, insurance, estate planning, and comprehensive financial planning.

Heath is passionate about serving the Charlotte business community. He is the past chair of the Charlotte Regional Business Alliance North Chapter and previously served on the Charlotte Chamber Board of Directors as part of the 2015 class.

When he is not at work crunching numbers, analyzing charts, or meeting with clients, Heath enjoys spending time with his wife and two children.

https://www.priorwealthplanning.com/

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Prior Wealth Planning are not affiliated.