Jeff Heasley, AIF®, PPC®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jeff Heasley is a wealth management financial advisor based in Pittsburgh, PA.

Jeff joined our team in 2021. Before joining the firm, he was executive vice president and financial consultant at PWA Wealth Management—an independent wealth management firm. Jeff brings more than 20 years of experience in financial advisory service to his clients.

At CAPTRUST, Jeff helps clients with retirement, investment, estate, and income tax planning. He has developed a niche for assisting business owners in implementing and managing employer-sponsored retirement plans. Jeff specializes in helping these plan sponsors understand their fiduciary duties, investment evaluations, and how to complete a thorough analysis to develop the best plan design. He holds a Bachelor of Science degree in biology from Indiana University, Bloomington, Indiana.

When not working with clients, Jeff enjoys spending time with his wife and their five children. He is an avid outdoorsman and enjoys cycling, hiking, camping, and mountain climbing with family and friends.

Education

  • Bachelor of Science degree in biology from Indiana University

Industry Designations

  • Accredited Investment Fiduciary®
  • The Professional Plan Consultant™
  • Life, Health and Accident Insurance licensed professional

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Pittsburgh)

Resources

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