Heather Steelman

/Heather Steelman
Heather Steelman 2017-09-27T08:25:20+00:00

Heather Steelman began her career working with and recruiting physicians nationally with Texas Oncology. While with Texas Oncology, she coordinated several successful marketing campaigns and regional dinners in order to place physicians and build out long-term mutually beneficial relationships for both physician and employer.

After relocating to the East Coast in 2000, Heather continued her medical focused career working with specialized medical marking and medical education firms in order to help educate physicians on new drugs coming to market after successful completion of their clinical trials. In her role as Project Manager, she managed large regional meetings throughout the United States, coordinating vendors, venue, proposals, content, pharmaceutical companies and physicians.

Heather’s attention to detail and background as a project manager working with large pharmaceutical companies like Bayer and Millennium as well as with Physicians makes her the perfect resource for Private Client Wealth Advisors. As the Office and Marketing manager Heather coordinates all aspects of running our office and insuring attention to detail and client service that is so important to our firm and its clients.