Clearstead Advisors, LLC : Jean Heath

Clearstead is pleased to announce that Jean Heath, CIMA®, has been named Senior Managing Director, Advisor Solutions National Sales and will lead sales efforts for the firm’s Advisor Solutions offering through Clearstead Advisory Solutions, a division of Clearstead Advisors, with offices in Norfolk and Roanoke, Virginia, as well as Raleigh, North Carolina. Before joining Clearstead, Ms. Heath served as Managing Director, Head of Asset Manager Network at Envestnet, Inc., after initially serving as a Managing Director of Enterprise Consulting, RIA Network. She was also previously a key member of the National Accounts team at Brinker Capital, successfully led a new business line, Brinker Investment Services, among other sales, marketing, and product development achievements. Throughout her career, Ms. Heath has demonstrated strong performance and deep relationships with Registered Investment Advisors (“RIAs”), regional bank trusts and regional broker dealers because of her nearly 20 years in sales, national accounts and product innovation with Brinker Capital. These attributes make her a valuable addition to the Clearstead team. Ms. Heath is currently a member of the Board of the Money Management Institute and holds the Certified Investment Management Analyst (CIMA®) designation.

Bachelor of Arts degree in English Language and Literature from New Jersey City University

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