Robert Heitz
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Robert Heitz is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has experience in various capacities within Fidelity, including Investment Consultant and Planning Consultant positions, demonstrating his involvement in multiple aspects of financial advising and client planning. Prior to joining Fidelity, he worked as a Financial Advisor Assistant at Heartland Investment USA from 2021 to 2023.
Throughout his career, Robert has focused on guiding clients toward financial clarity and confidence by leveraging his knowledge and Fidelity's resources. He emphasizes building strong client relationships and fostering collaboration to help individuals and families make informed decisions, reduce financial stress, and work toward long-term prosperity.
Outside of his professional work, Robert enjoys hiking, movies, museums, outdoor adventures, skiing, and table tennis.
Expertise
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTs
2023 - Present (3 years)
Independent Financial group
2020 - 2023 (3 years)
Comfort Inn
2018 - 2019 (1 year)
Purdue university
2016 - 2019 (3 years)
student
2010 - 2021 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Derek B
Series 66
Merrillville, IN
Merrill
Derek Braggs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2011 and focuses on retirement and college planning for individuals and families. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. Before joining Merrill, Derek worked as an environmental scientist for URS Corporation in Chicago, consulting for companies such as BP and ArcelorMittal. He graduated with distinction from Indiana University in 2004. Derek holds the Personal Investment Advisor (PIA) designation. Originally from Northwest Indiana, Derek lives in Valparaiso with his family. He serves as a board member for The Dunes Learning Center and Taltree Arboretum & Gardens. His personal interests include adventure sports, basketball, billiards, camping, golfing, music, reading, skiing, spending time with his family, and table tennis.
Maria A
Series 63, Series 66
Crete, IL
Edward Jones
Ronda S
Series 66
Merrillville, IN
Merrill
Ronda Scanlon is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 1998 and has over 25 years of experience in the financial services industry. Ronda and her team work with individuals, families, and business owners to develop personalized wealth management strategies that focus on growing wealth and managing investment risks. Her client focus areas include family wealth management strategies, personal retirement planning, and portfolio management services. Ronda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Carmel High School and attended Indiana University without receiving a degree. Committed to understanding the unique priorities of her clients, she emphasizes creating flexible financial plans tailored to individual goals and aspirations. In addition to her professional work, Ronda participates in community volunteering and enjoys personal interests such as antiquing, baseball, and gardening.
Christopher R
Series 63, Series 65
Dyer, IN
Edward Jones
Colton H
CFP®, Series 66
Crown Point, IN
Edward Jones
Arturo A
Series 66
Whiting, IN
Merrill
Arturo Aupont is a financial advisor with Merrill Lynch Wealth Management who joined the team in 2018. He holds a bachelor's degree in Finance from the University of Illinois Chicago and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He maintains FINRA Series 7 and 66 registrations. Arturo specializes in wealth management strategies tailored to a select group of successful business owners and company executives. His areas of focus include education planning, equity compensation services, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is dedicated to providing clarity and confidence throughout his clients’ financial journeys by aligning their wealth with their personal goals. Outside of his professional role, Arturo is a husband, father, and soccer enthusiast. He speaks both English and Spanish.
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