Heather A. George, CFP®

Director—Wealth Strategies; Cohead—Family Engagement Services

18 Years at AB
18 Years of experience

Heather A. George is a Director of the Wealth Strategies Group and Cohead of Family Engagement Services at Bernstein. She works closely with high-net-worth families, family offices, foundations and endowments, and their professional advisors on family engagement and education, and a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy and diversification planning for holders of concentrated portfolios. Heather initially joined the firm in 2001 as a financial advisor associate and was promoted to senior associate in 2003; she became an investment planning analyst in 2005 and was promoted to specialist in 2008. In 2011 she left the firm to start her own business in sustainable fashion. Heather was appointed to her current position of Director in 2016 after rejoining the firm in 2014 as an associate director. In 2013, she was a director of the Knowledge Center at Family Office Exchange, a membership and research organization for ultrahigh-net-worth families and their advisors. Heather holds a BA in French, Spanish and Japanese from St. Lawrence University, and an MA in public policy from The University of Chicago Harris School of Public Policy. She is a CERTIFIED FINANCIAL PLANNER™ professional. Heather resides in the Southport Corridor neighborhood of Chicago with her rescue dog, a dachshund mix named Gertie.

Are Your Heirs Engaged?
Are Your Heirs Prepared?
Three Financial Protections Women Often Overlook
Women Building Wealth: Five Things You Need to Know
A Successful Professional Plans for Her Future
Budget Yourself: The First Step in Personal Finance
Estate-Planning Basics
Insurance: When It Pays to Buy Protection
Investing Basics: Asset Allocation for the Long Term
Investing Basics: Asset Allocation for the Long Term
Investing Basics: Asset Allocation for the Near Term
Investing Basics: Key Components for Your Portfolio
Investing Basics: Key Components for Your Portfolio

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