Heidi Green has been promoted to financial advisor with Lake City Bank, Warsaw. She has been with the bank for 10 years.
In her new role, Green will assist clients with personal investments according to their goals such as retirement, savings and wealth transfer.
“I’m incredibly excited to see Heidi step into her new roles,” said Eric Frappier, vice president, senior financial advisor of Lake City Investments. “Her promotion is a direct reflection of the impact she’s already made on our team, and I’m confident she’ll continue to bring the same dedication, insight, and leadership as she takes on these expanded responsibilities.”
Green holds the Series 7 & 66 FINRA registrations as well as the Indiana Life and Health Insurance License. She earned an associate degree from Purdue University Global.
