Heather Jackson, Personal Financial Services

"Heather Jackson founded Jackson Personal Financial Services with the approach of integrating her financial and medical experience into her work with clients needing assistance with day to day finances. Heather has developed the skills and expertise that enable her to assist and guide her clients in a caring and knowledgeable manner. Heather earned a Finance Degree from the University of Georgia and worked as a Private Banker and Commercial Banker for 13 years at financial Institutions in Atlanta, Georgia and Ponte Vedra Beach, Florida and Jacksonville, Florida. She has worked in the medical community for the past 15 years, giving her a unique insight of the challenges many people face from health to finances. Over the past 25 years of financial and medical experience, Heather has developed an extensive local network of highly regarded professionals of accountants, attorneys, medical providers, financial advisors, and other respected service providers available to assist in working toward client solutions.

Personanl Financial services include:

  • Organizing tax documents
  • Bill Paying
  • Notary services and many other services
  • Assist with opening mail
  • Providing general organizational assistance
  • Reconciling checking accounts and investment statements
  • Preparing and making bank deposits