Heather Daum, Financial Advisor located in Xenia, OH

Financial Advisor
Heather L Daum

869 West 2nd Street, Xenia, OH 45385opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies
  • Healthcare Professionals

Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Personal Fitness
  • Traveling
  • Community Outreach

Team Members

  • Laurie Krakowiak
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(937) 249-1833

Fax

(888) 225-6131

Office Address

869 West 2nd Street
Xenia, OH 45385opens in a new window

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