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Woods Associates

Heather Dunbar

HeatherHeather A. Dunbar originally joined the Woods Associates team 16 years ago as office support. After some time with Woods, she departed and spent several years in different career fields, such as real estate, investment services, computer software administration and information technology consulting. She rejoined Woods Associates in April of 2002.

One of Heather’s main roles with Woods Associates is managing our client portfolio reporting system. Heather also processes trades, invoicing, required minimum distributions and any reporting needed by the advisor, clients or their accountants and attorneys. Her position with us also includes maintaining our website and computer systems.

Originally born and raised in Akron, Heather is now a resident of Navarre in Stark County. She spends her free time at home with her husband, Daniel, their son, daughter & two cats.

To get additional information regarding our services or to request an appointment with Theo Woods, call us at (330) 836-6388 or (800) 976-5605 or email Heather at heather.dunbar@lpl.com.

 

Theo H. Woods, 388 S. Main Street, Suite 400, Akron, OH 44311
Financial Planning in Business, Personal, Estate, and Tax Advantaged Investments.
Securities offered through LPL Financial, Member FINRA/SIPC.
Woods Associates is not affiliated with LPL Financial.
Representatives of LPL Financial do not offer tax advice.
Consult your tax professional on all tax matters.

The LPL Financial Representative associated with this site may only discuss and/or transact securities business with residents of the following states:
CA, CT, FL, IL, MA, NY, NC, OH, VI, WV