BONNIE J. HEASLIP
My desire to assist individuals maintain their independence came by chance when I offered to help someone with ALS. It sparked my passion to support people with the overwhelming burden the day-to-day personal monetary affairs and paperwork duties of a household can cause.
EDUCATION: University of Vermont (BS in Business)
EXPERIENCE: Over 25 years experience in portfolio record keeping and client servicing of investment accounts.
Responsibilities included portfolio record keeping, tracking stock split and spinoffs, charitable stock gifting, money transfers, client communications and assistance, and the ongoing review of the regulatory compliance program.
OTHER: Member American Association of Daily Money Managers (AADMM) and Vermont Elder Resource Group (VERG)
My extensive experience with retirement accounts, charitable gifting, tax preparation, and talent for recognizing the big picture coupled with a broad network of professionals adds value to the services provided.
I follow the Code of Ethics of the American Association of Daily Money Managers which places the needs of the clients first. My attention to detail, honesty, integrity, and compassion give you confidence that you are in good hands.