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Maria T

Series 66

Lafayette, LA

Raymond James Financial

Maria Tyler is a Series 66-credentialed financial advisor with six years of industry experience. She is currently with Raymond James Financial Services Advisors, where she has worked since 2019, and previously spent five years at Katie Sanford State Farm. She also works occasionally as an associate at Heggie Investment Partners, assisting with client interaction and trade placement. Raymond James Financial Services Advisors provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary planning and employs advanced analytical tools to align recommendations with client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nanette H

CFP®, Series 63, Series 65

Lafayette, LA

Raymond James Financial

Nanette Heggie is a CFP® professional with over 32 years of experience in the financial services industry. She has been affiliated with Raymond James Financial Services Advisors, Inc. since 2009. Outside of her advisory role, she serves as Secretary on the board of the Beauregard Palms Condominium Association in Lafayette, LA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisor support and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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