Financial Advisors
Virginia Beach, VA
Heather McKinstry is a First Command Financial Advisor specializing in comprehensive financial planning for military families and service members in Virginia Beach. With Series 7 and 66 securities licenses plus life and health insurance credentials, she provides personalized financial coaching covering investment strategies, debt management, risk management, and long-term financial planning. As a military spouse herself, Heather understands the unique financial challenges military families face and works as a personal financial coach to help clients establish meaningful goals and develop sustainable financial behaviors.
Ideal for: Active duty and retired military service members, military families, military spouses, those transitioning to civilian employment
Service area: Virginia Beach, VA and surrounding areas; licensed in VA, NC, GA, MD, and NY
Military-Focused Expertise: As a military spouse and First Command advisor, Heather specializes in the unique financial situations of service members and military families, including military retirement benefits and benefits planning.
Comprehensive Planning Approach: Offers full-service financial planning including investment management, debt management, risk management, and behavioral financial coaching rather than single-issue advisory.
Securities & Insurance Licensed: Holds Series 7 and 66 securities licenses plus life and health insurance licenses across multiple states, enabling comprehensive financial solutions.
Address: 780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452
Phone: (757) 468-7711
Website: advisor.firstcommand.com
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