Generated with sparks and insights from 5 sources

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Introduction

Professional Background [1]

  • Heather Poole began her career in the financial services industry in 1995 at PNC Bank in Louisville.

  • She has worked in various locations including Washington, Louisiana, Pennsylvania, Canada, Virginia, Tennessee, and Mississippi.

  • Heather Poole has been involved in the finance and investments sector for several decades.

  • She has a history of working with Patricia Bennett at Smith Barney.

  • Heather Poole is known for treating clients like family and serving as their advocate.

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Current Employment [2]

  • Heather Poole is currently employed by MML Investors Services, LLC.

  • Her office is located at 75 Leighton Road, Building 3, Falmouth, ME 04105.

  • She has been registered with MML Investors Services, LLC since March 25, 2017.

  • Heather Poole is also an agent for MassMutual Life Insurance Company since July 2016.

  • Her role involves being a registered representative and an independent insurance agent.

Previous Employment [2]

  • Heather Poole was previously registered with MSI Financial Services, Inc. from January 2015 to March 2017.

  • She worked with New England Securities from September 2006 to January 2015.

  • Heather Poole was employed by AXA Advisors, LLC from June 2005 to September 2006.

  • She also worked with MONY Securities Corporation from September 1982 to June 2005.

  • Her roles in these firms were primarily as a registered representative.

Contact Information [2]

  • Heather Poole's office address: 75 Leighton Road, Building 3, Falmouth, ME 04105.

  • No specific email address for Heather Poole was found in the provided search results.

  • For general inquiries, you may contact MML Investors Services, LLC.

  • Phone number for MML Investors Services, LLC: +1 (413) 788-8411.

  • Email for general inquiries at MassMutual: [email protected].

Additional Activities [1]

  • Heather Poole is an independent insurance agent.

  • She has been involved in selling fixed annuities and long-term care since January 1990.

  • Heather Poole volunteers for the YMCA and St. Margaret Mary School.

  • She enjoys swimming, exercise, and traveling with her family.

  • Heather Poole lives in Louisville with her husband, Brian, and children, Brody and Ella.

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