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Heather Steele

Heather Steele

Director of Client Services

Heather, a California native, was born and raised on the West Coast and spent the first half of her life there. Though the Golden State will always hold a special place in her heart, the East Coast is now her home (and we are delighted to have her here!). With 23 years in the financial services industry and a BA from UC Santa Barbara, she has become an integral addition to our Weston Banks team.

Heather lives with her husband (Devin), her two children (Georgia and Grady), and two hound dogs here in Raleigh; she is currently a member of Trinity Baptist Church.  In her free time, she enjoys cooking, taking long walks, trying new restaurants, and antiquing.  But above all, her favorite thing to do is spend time with family and friends.

Heather's professional credentials include Series 7 and 63, life and accident & health insurance, and LTC insurance licenses.