Fifth Third Securities
36yrs
Top advisor by experience in Gulf Breeze
8yrs
Heather Doerr
Financial advisor at Hale & Doerr Wealth Management
Heather Doerr is a fiduciary financial advisor in Gulf Breeze, Florida, with 8 years in the industry. Heather joined Hale & Doerr Wealth Management in 2019, after less than a year at Avantax Advisory Services. Hale & Doerr Wealth Management offers financial planning and investment management and is paid through a percentage of assets and hourly fees.
One of 23 advisors with offices in Gulf Breeze, and one of 22 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office913 Gulf Breeze Parkway Suite 13, Gulf Breeze, FL 32561
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$256,614
Advisors at the firm2
States licensed ?2 states
Services through Hale & Doerr Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowHale & Doerr Wealth Management LLCCurrent firm
- Jan 2019 – May 2019Avantax Advisory ServicesPreviously
Questions to ask Heather
Tailored to Heather’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Heather
How do I contact Heather?
Call Hale & Doerr Wealth Management at (850) 934-4288 and ask for Heather Doerr. Heather works from the Gulf Breeze, FL office.
How long has Heather been a financial advisor?
Heather has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Heather hold?
Series 65. Tap any license on this page to see what it allows.
Is Heather a fiduciary?
Heather is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Heather paid?
Hale & Doerr Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Heather for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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