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Brandon Heid

eMoney Advisor
Financial Analyst
bheid@emoneyadvisor.com

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Brandon Heid has been a member of the Financial Planning Group since the Spring of 2017 after coming on board with eMoney in August of 2016.  He works closely with both the Sales and Training departments in assisting our users and prospects.  In addition to this he helps coordinate eMoney’s University Program.  Prior to eMoney he spent time at TD Ameritrade both on the institutional and retail side in roles spanning across the business development spectrum.  Here he worked with clients one-on-one in understanding and solving their financial needs.  He is a native of San Diego and enjoys being outside at the beach for a surf or some volleyball. 

About Us: eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney's solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S.

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Archived Webinars Offered

TAX FEATURES & CAPABILITIES IN EMONEY ADVISOR'S FINANCIAL PLANNING PLATFORM

Date RecordedJanuary 28, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - large firm, Other