Heather J. Barnett, M.S.
President and Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional
Heather is the President of Barnett Financial Partners, Inc. In February 2022, Heather was named to the Forbes America’s Top Women Wealth Advisors Best-In-State Wealth Advisors Ranking for the State of Iowa.* In 2020 and in 2017, she was ranked among Forbes Top Women Wealth Advisors.* In 2018 and in 2022, Heather was named to Forbes Best-in-State Wealth Advisors Ranking for the State of Iowa.* She has also been named to the Working Mother Top Wealth Advisors Mom list in 2017, 2018, 2019, and 2020.* In 2021, she was recognized by Prospera Financial Services as a member of Director’s Circle and Chairman’s Club. At her previous broker-dealer, Wells Fargo Advisors Financial Network, LLC, she was honored to be a Premier Advisor.** When it comes to making sense of the multi-faceted issues relating to one's financial matters, many successful individuals and families can find the magnitude both confusing and stressful. With more than 25 years of experience in the financial services industry, Heather understands that relationships with clients are about much more than money. They are about making a difference in people's lives.
Education & Professional Achievements
Bachelor of Arts, Business Administration with a concentration in Finance, Truman State University, Kirksville, MO
Graduate Degree, Master of Science in Business Administration with a concentration in Finance, University of Wisconsin—Madison
CERTIFIED FINANCIAL PLANNER™ professional – The CFP® certification requires an approved education program, a rigorous examination, and stringent experience requirements. It also requires adherence to a professional Code of Ethics and continuing education requirements to remain aware of current planning strategies and financial trends.
Activities and Interests
- Lee County Charitable Fund, Board Member
- Keokuk Economic Development Corporation, Previous Board Member
- Keokuk Area Community Foundation, Previous Board Member
- Keokuk Rotary Club, Paul Harris Fellow, Previous Member
- Keokuk Area Chamber of Commerce, Previous Board Member
- Big Brothers Big Sisters of the Tri-State Area, Previous Board Member
- Big River United Way, Previous Board Member
Heather is married to Ryan Barnett; they have two sons, Tanner and Brayden. They enjoy spending weekends with their extended families, whom all live relatively close to their home in Hamilton, IL. When she is not working, she enjoys watching her boys’ various sports activities, weight training, reading and watching Iowa Hawkeye sports
*Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
**The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.