David Heilner

Associate Financial Advisor with the practice of Thomas O Shepard

HERSEY, GARDNER, SHEPARD & EATON A financial advisory practice of Ameriprise Financial Services, Inc.

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Office location
45 Forest Falls Dr
2nd floor
Yarmouth, ME 04096




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(207) 846-1175
david.p.heilner@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.


Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Family Planning/Family Changes
  • Saving for Education
  • Asset Allocation
  • General Financial Planning
  • I am licensed and registered to conduct business in ME.
  • Based on licenses and registrations I hold, I may also conduct certain business in AK, NH, OH, WA