Heidi Ardis

CHIEF FIDUCIARY ADVISOR

Heidi’s goal is to help our clients experience first-class service. With over 15 years’ experience, and vast knowledge of the financial services world, she provides smooth operations and processes to make sure every client feels the Roberts Wealth difference. As our Chief Fiduciary Advisor, she strives to make sure all aspects of a client’s experience are held to the highest of standards and that each person knows they are part of the Roberts Wealth Family and not just another client.

Heidi is a lifelong resident of the Mississippi Gulf coast. She went to high school at Biloxi High and graduated from the University of Southern Mississippi in 2006. She currently lives in Biloxi with her husband and their two children.

Heidi truly enjoys spending time with her family, traveling, and her time at church. For her there is nothing more important than trusting that no matter the circumstances God is in control.

Email Address: heidi@robertswealthms.com

Phone: (228) 388-2031

Roberts Wealth Management Team

Paul Roberts III

President / Chief Executive Officer

Don Picolo

Chief Financial Officer

Brennan Kim

Medicare and Insurance Specialist

Sharon Strickland

Director of First Impressions

Mick McCormick

Chief Technology Manager

Derek Inkol

Chief Operating Officer

Carter Lewis

Income and Social Security Specialist

Clinton Ardis

Director of Financial Wellness

Tamara Reverol

Director of Processing

Brian Carriere

Community Educator

Heidi Ardis

Chief Fiduciary Advisor

Karen Garner

Advisor

Julia Roberts

Client Liaison

Sabrina Olszewski

Client Services

Wendell

Coming Soon

To schedule a time to discuss your financial future, contact us at info@robertswealthms.com or call us at 228-388-2031 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Paul E Roberts, III.

The information provided is basic and general in nature. No specific product or companies are being solicited. This information is for informational and educational purposes only. Please understand that laws and regulations are subject to local variations and may have different interpretations. Therefore, should legal and/or accounting advice be required, it is recommended that you seek the advice of a qualified and licensed professional in your state of residence.

Phone (228) 388-2031

"Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser."