Heather Clement

Director of Operations & Client Service, Partner

Mrs. Clement began her career in 1994 with Merrill Lynch in Rochester, New York as the manager’s assistant and then was promoted to New York City to be an assistant to the National Sales Team. While in NYC, she was able to learn about the business at the corporate level. Although this was rewarding, she returned to Upstate NY to work directly with clients as a service associate. Heather worked at Merrill Lynch in Syracuse and Morgan Stanley Smith Barney in Watertown where she supported several financial advisors and gained extensive experience in the operations of a wealth management business.

Heather joined Morgia Wealth Management in 2011. At Hightower, Mrs. Clement is responsible for overall operations and client service. She manages a wide variety of daily responsibilities on behalf of the team including compliance, human resources and marketing. She also assists with overall client service and remains a client relationship manager for many of our multigenerational and institutional clients.

Mrs. Clement graduated from SUNY Geneseo with a Bachelor of Science in business management. She holds Series 7, 63 & 66 licenses.

Executive Director of Operations and Client Service, Heather Clement
Logo for wealth management firm, Morgia Wealth Management
151 Mullin St.
Watertown, NY 13601

Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880

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