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Heather B
Series 66
Brunswick, GA
Valic Financial Advisors
Heather Bennett is a Series 66-licensed financial advisor with Valic Financial Advisors in Brunswick, GA, and has been in the industry for three years. Her prior experience includes roles at Agia and Golder Associates. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering discretionary managed-account programs, financial planning, and brokerage services.
William B
Series 63, Series 65
Brunswick, GA
Valic Financial Advisors
William Bennett is a financial advisor with Valic Financial Advisors in Brunswick, GA, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at Valic Financial Advisors since 2023 and is also an appointed agent selling non-securities insurance products for AGIA. His prior roles include positions at McIntosh County Board of Commissioners and Ops Tech Alliance. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.
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