Heather Mount | Member-at-Large
UBS
Oviedo, Seminole County
Heather currently serves as a Vice President – Wealth Management and Retirement Plan Consultant at UBS in Winter Park. She has been with UBS for over 15 years. She is a Partner on her team, Winter Park Wealth Management, and were together recently recognized as a Forbes Best-in-State Wealth Management Team for 2023.
As a Certified Financial Planner®, Heather focuses on holistic client advice in the areas of financial planning, investments, and retirement planning. She employs her knowledge by creating a structured and highly tailored approach for individual and nonprofit clients to help them achieve their financial goals. She also serves on her team’s investment committee creating custom portfolios and portfolio optimization. Heather obtained the Chartered Retirement Plans Specialist (CRPS®) designation in 2011. She has also been distinguished by UBS as a Retirement Plan Consultant and greatly enjoys working with business owners on designing and maximizing retirement plans for their employees.
Heather graduated from the University of Miami with a B.B.A., having majored in Finance. She enjoys being active in the community and supporting others in giving back philanthropically. She is a Board Member of The Girl Scouts of Citrus Council and a current participant in Lifework Leadership. Heather is a current Board Member of Florida Executive Women and 100 Women Strong and active member of the Central Florida Estate Planning Council and Kingdom Advisors. She is a past board member and sustaining member of the Junior League of Greater Orlando and Leadership Winter Park Class XXVI. Heather enjoys volunteering, running, and traveling. She lives in Oviedo with her husband and their two sons.
Aly graduated from the University of Virginia with a B.A. in American Politics and earned both a J.D. and an M.B.A. from Stetson University. While practicing law, she also received a Certificate in Contract Law from Harvard University. She and her wife, Alina, enjoy traveling and spending time with their two dogs, Frankie and Gizmo. For fun, she collects historical artifacts and scuba dives.
