Jake M. Heyer, CFP®, AIF®

Jake M. Heyer, CFP®, AIF®

Senior Managing Director, Park Place Advisors

Jake serves as the Senior Managing Director for Park Place Advisors.  He joined Renasant Investment Advisors, a division of Renasant Bank, in June of 2014.  Prior to Renasant, Jake worked as a financial advisor for Merrill Lynch.  Throughout his wealth management career, Jake has focused on financial planning for high net worth individuals and families.

Jake holds a B.A. in Economics from Villanova University and a Master’s in Business Administration from the University of Mississippi.  He is a graduate of the Executive Program in Financial Planning from the University of Georgia’s Terry College of Business and a graduate of the Stonier School of Banking from the University of Pennsylvania’s Wharton School of Business.  Jake is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary.  He holds his Series 7 and 66 securities licenses along with his Life and Health insurance license.

Jake resides in Tupelo, MS with his wife Becca. They are active members of First United Methodist Church.  In their free time, they enjoy spending time at the lake, attending college sports events, and traveling.  They are both involved in numerous charities throughout their community.

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2001 Park Place, Ste 525
Birmingham, AL 35203

2506 Winford Ave.
Nashville, TN 37211

82A Clark Blvd.
Tupelo, MS 38804