Heather McGhee

Paraplanner

Mooresville, IN

Department: Investment Team

Experience: Banking from 2000-2013; Investments 2013-present.

Education: Cascade High School

Heather assists investment services and partners with the financial planning team. She enjoys helping Modern Wealth clients plan for their futures and attempting to give them peace of mind when they provide for their loved ones and charities.

Heather began her career in the banking industry with National City Bank in 2000 as an office manager. She then embarked on a new career with Edward Jones Investments in 2013 as a senior branch office administrator before joining Modern Wealth in 2024.

Heather has two adult children, two grand dogs, and two grand cats. She enjoys family beach vacations, rock concerts, and golfing. Heather lives on her family farm near Stilesville, Ind., and is a lifelong resident of Hendricks County.

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