Heidi Crawford

Heidi became a member of the Bell Team in 2014. With 17 years of Financial Services experience, she serves as an Investment Advisor and is a member of Bell’s leadership team. Heidi enjoys developing meaningful relationships with her clients and is committed to creating space for conversations that are genuine, effective, and clear. She is a member of Bell’s Investment Committee as well as the Financial Planning team. She also has helped to develop Bell’s Socially Responsible investment strategy.

Heidi was born and raised in Pleasant Hill, California. She recalls an impactful event in her life at age eight, when her father took her to the local Bank of America where he helped her open a savings account. From that day forward, she became fascinated with personal finance. Heidi still has that Bank of America savings register, and has retained a passion for financial education.

Prior to joining the Bell team, Heidi served as an Investment Advisor for J.D. Mellberg Financial, and as a Branch Operations Associate with UBS Wealth Management where she became knowledgeable about brokerage services and practices. She has also worked as a Program Coordinator for United Way, bringing free income tax preparation services to low-income individuals.

Heidi graduated from the University of Arizona in Tucson, where she majored in Finance. She holds a Series 65 securities license and a California Life and Health insurance license.

Away from work, Heidi enjoys spending time with her husband and two daughters. She is an avid hiker, most recently completing the Rim to Rim hike in the Grand Canyon. She also has served as a mentor for the East Bay College Fund, which supports first-generation college students from Oakland Public Schools through the collegiate process.