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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Cody Hevener

I am originally from south of Richmond, Virginia, but I transplanted north of Charlotte after graduating from Virginia Tech with an education in personal financial planning. I grew up watching my father, a CPA who works with individuals and small businesses, form lasting, trusting relationships with his clients. Because of that, when I was at Virginia Tech, I looked to combine the opportunity to communicate and teach difficult topics, analyze numbers, and be personable into what I am passionate about: forming those same lasting, trusting relationships.

After graduation, I got to work on getting licensed. I passed the basic exams, and then I completed the requirements to become a CFP® Professional. Something that I appreciate about the CFP® Board’s requirements is they require that I act in my clients’ best interest, but because of Dave’s timeless principles, that comes naturally. On top of that, I have come to understand that the old cliché of “no one cares what you know until they know you care” has a lot of truth in it, so I’m proud to enjoy conversations with people that have a thirst for knowledge. I also love talking about hobbies, especially if you’re into college football, or sports in general, if you enjoy being outside to golf, camp, get dirty, go to concerts, or do and see new things, or if you have a good recommendation for a book to read.

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More About Cody:

  • Central North Carolina (North of Charlotte and The Triad)
  • CFP® Professional
  • Series 7 and 65 Licensed
  • Licensed for Life Insurance and Long-Term Care Insurance
  • Listens to and/or reads: Dave Ramsey, Donald Miller, J.D. Greear, Simon Sinek
  • Plays and/or watches: Baseball, College Baseball, Golf, Soccer, Ultimate Frisbee

Locations Served

Contact

  • cody@smartprousa.com
  • 980-277-4234
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
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