Crcp Heather Marie Dolce

Heather Marie Dolce, CRCP, is a Partner at Steward Partners based in Philadelphia, PA, where she leverages over two decades of financial services experience to deliver comprehensive wealth management solutions to clients. At Steward Partners, she focuses on sophisticated portfolio construction and advice for high-net-worth individuals, families, and institutions, with an emphasis on multi-asset allocation, retirement planning, and legacy strategies. Her expertise is particularly attuned to the needs of executives and business owners, covering equities, fixed income, alternative investments, and tailored investment strategies for private clients.

Previously, Heather served as Senior Vice President and Divisional Manager, and prior to that as First Vice President, PCG Market Management at Wells Fargo Advisors (2012–2022), where she managed advisor teams and regional market growth, with a significant focus on regulatory compliance, training, and client portfolio outcomes. Her industry leadership is marked by her work developing cross-functional teams and driving innovation in client service and advisor support. She is recognized for her strategic contributions in scaling advisory operations and cultivating a client-centric culture.

Heather holds a degree magna cum laude from Drexel University's LeBow College of Business, a law degree from Drexel University's Thomas R. Kline School of Law, and completed the FINRA Certified Regulatory and Compliance Professional (CRCP®) program at The Wharton School, as well as graduating cum laude from the University of West Florida. Her achievements reflect a deep commitment to regulatory best practices and evolving fiduciary standards in wealth management.