George Heathcote

George Heathcote

Independent Investment Advisor Representative and Registered Representative

About

We formed Shepherd Financial Advisors, to have the freedom to serve our clients completely and treat you and your goals respectfully. We act in a Fiduciary capavity and our independence and credentials provides full access to solutions for our clients. without bias Our complimentary Financial Wellness Check is a good way to learn more about your sitiation, investments, choices and to get ot know us, our processes, and our tools before incurring any costs or fees. Our planning and advisory services make financial guidance available to mainstream American families and small business owners. We promote understanding, partnership and flexibility for what life brings along the way. We use the latest strategies, technology, resources and our expertise to guide you on your journey. We hope you are as passionate about your goals as we are about creating a plan and guiding you toward them. We invite you to check us out. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Country

United States

City

Madison

Industry

Financial Services

Skill

Investments, Customer Service, Team Leadership, Strategic Planning, Management, Estate Planning, Insurance, Leadership, Long-term Care, 401k, Marketing, Strategic Financial Planning, Entrepreneurship, Life Insurance, Retirement, Retirement Plan Consulting, Fixed Annuities, Wealth Management, Recruiting, Employee Benefits

Experience

Shepherd Financial Advisors

Independent Investment Advisor Representative and Registered Representative

Shepherd Financial Advisors

2022-4 - Present · 4 yrs 6 mos

5555 Odana Road, Suite 104, Madison, WI 53719

Shepherd Financial Advisors

Independent Investment Advisor Representative and Registered Representative

Shepherd Financial Advisors

2022-4 - Present · 4 yrs 6 mos

5555 Odana Road, Suite 104, Madison, WI 53719

Micro Business Benefits

Consultant/Owner

Micro Business Benefits

2005-12 - Present · 20 yrs 10 mos

Madison, Wisconsin Area

“BENEFIT FROM YOUR BUSINESS” Helping entrepreneurs, self-employed and micro business owners get the most pre-tax benefits through their business maximizing the lifestyle for their families. Helping business professionals in transition become entrepreneurs leverage tax advantages to provide great benefits to their family.

Transamerica Financial Advisors, Inc.

Branch Office Supervisor

Transamerica Financial Advisors, Inc.

LinkedIn
2007-11 - 2022-7 · 14 yrs 9 mos

Wisconsin

Expansion of Transamerica Financial Advisors field offices throughout Wisconsin, Iowa and Minnesota. Open new outlets and expand the services of existing operations through the resources of Transamerica and our Independent Distribution Division business model. Learn more at http://www.tfaconnect.com Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transition in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-securities products and services are not offered through TFA. 4052696 www.finra.org www.sipc.org

Transamerica Financial Advisors

Investment Advisor Representative

Transamerica Financial Advisors

2007-11 - 2022-7 · 14 yrs 9 mos

Madison, Mazomanie, Menomonie, Wisconsin

Financial Advisor with emphasis in Active Asset Management within the suitable financial vehicle to achieve client's goals.

BNI Landmark Chapter

President

BNI Landmark Chapter

2013-4 - 2013-9 · 6 mos

Madison, WI

JT Packard

Director of Business Development

JT Packard

2005-1 - 2005-11 · 11 mos

Completed 3 National Partnership Agreements with National facility mangement companies and exectured service agreements with six Fortune 500 companies. This was a new role for JT Packard which focused on development of relationshipos at the highest levels in target companies to promote JT Packard services from the top down. JT Packard mainly used telesales staff contacting lower levels of companies in a "Bottom up" approach.

Symphony Data Corporation

Vice President of Business Development

Symphony Data Corporation

2004-6 - 2005-1 · 8 mos

Syphony Data was a Business Process Outsourcing company to the Healthcare & Health Insurance industry. I Developed marketing and sales plans and established relationships Symphony Data had opertaions in the USA nd India. Syphany Data was purchased by STI in February 2005.

Sitel Group

Vice President & General Manager

Sitel Group

LinkedIn
2000-4 - 2003-11 · 3 yrs 8 mos

Brought back to manage global relationship and business of AOL Time Warner. Directly oversaw implementation of of Oversaw SITEL's first offshore cusomer processing center. This was a joint venture with TATA, Located in Mumbai, India, this operation grew from nothing to a staff of over 1300 in a state of the art facility receiving calls, chat and e-mail from USA and Europe providing ATW customers with technical support, billing, customer service, customer retention and customer acquisition services.

Chorus Communications

VP Marketing

Chorus Communications

1999-1 - 2000-3 · 1 yr 3 mos

Directed marketing of parent company and 5 divisions. $1M+ budget and managed team of eight. Chorus received buyout offer and began soliciting bids and was eventually purchased by TDS in 2001.

Sitel Group

General Manager Technical Support Services

Sitel Group

LinkedIn
1989 - 1998-12 · 10 yrs

Includes positions at Software Publishing Corp. (SPC, 1989 - 1994) and Softmart (1994-1997) which purchased the Technical Services division of SPC and was purchasd by SITEL is 1997. Included roles as Director of Strategic Accounts (1998), Director of Marketing (1997), Services Product Manager ( 1994-1996) and Sr. Product Support Representative (1989 - 1994)

Education

University of Wisconsin-Madison

University of Wisconsin-Madison

LinkedIn

Economics

1980 - 1985 · 5 yrs

George Heathcote's Contact Information

Email

******@***.com

Phone

(**) *** ****

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