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Investment Management

Stock Data

Who is this good for? 

If you’re looking for a financial advisor to manage and help enhance your current or future investments or looking for a second opinion for your existing investments, this option may be right for you. 

Asset Allocation & Rebalancing

Innovative
Risk Management

Portfolio
Enhancement

Tax Planning

Strategies

Ready to take control of your investments? Schedule an appointment with us today, and let us guide you in crafting a sound financial strategy.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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LPL Enterprise Form CRS

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Heather Banks is a Financial Planner with, and securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

 

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

 

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Willow Tree Wealth Planning or Prudential.

 

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Willow Tree Wealth Planning

Tel: 828-458-4472

Fax: 877-840-2373
Address​​​​​​: 1303 7th Ave. E, Suite A, Hendersonville NC 28792
PO Box 2241
Hendersonville, NC 28793

© 2025 Willow Tree Wealth Planning

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