Heidi Muccifori is an Associate Wealth Advisor for Egan Wealth Advisors at Hightower. She has twenty years of experience in the industry with specialties in client relationships and account management.
Heidi provides personalized wealth management solutions for individuals, families, business owners and foundations. She is also responsible for designing, implementing and monitoring customized financial, tax, estate and investment solutions all while providing fiduciary financial advice.
Prior to joining Egan Wealth Advisors, Heidi worked at Macquarie Capital (USA) as an Associate Director in Institutional Equity Sales. She also worked in Institutional Equity Sales at Bank of America. Heidi holds her Series 7, 63, 66, and life / health insurance licenses, and is currently pursuing her CERTIFIED FINANCIAL PLANNER™ (CFP ®) designation at Fairleigh Dickinson University.
Heidi earned her Bachelor of Arts degree in Economics at Trinity College in Connecticut. She also received her MBA at the University of North Carolina at Chapel Hill. Heidi is married with two young children and is a huge New England Patriots fan.