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Heather Mosher

Financial Advisor

West Michigan Advisors

United States, Michigan, Holland

About Me

Heather has been in the Financial Services Industry since 2006. She began her career at Hilliard Lyons and then continued her career at Raymond James in 2010. For many years, she worked alongside her father, Doyle Passmore, providing financial advice until his retirement. Heather specializes in retirement planning, 401k rollovers and managing investment portfolios. She has helped hundreds of clients all over West Michigan make decisions regarding the timing of turning on their Social Security benefit. Heather has extensive experience helping clients with the process of applying for their Social Security benefit. In addition to her role as Financial Advisor, Heather has led the Raymond Jam

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Profile Information

Financial Advisor

West Michigan Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Holland

Michigan

United States

Feb 22, 2025

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