HEIDI PROM, CRPC® in

HEIDI PROM, CRPC®

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Wealth Management Relationship Manager at First American Bank
📍 Elk Grove Village, Illinois, United States

Heidi Prom is a Wealth Management Relationship Manager at First American Bank with the Chartered Retirement Planning Counselor (CRPC®) designation. Drawing on her experience at firms like Merrill Lynch, she provides holistic wealth management. She holds a Bachelors Degree from Northern Illinois University.

Heidi is an active member of her community, demonstrating a passion for local philanthropy. She has been involved with fundraising for organizations like the Mothers Trust Foundation, which supports low-income children and families in Lake County, and has promoted local charity events.

She serves on the grants committee for the Women and Girls Fund of Waukesha County, directly impacting local charitable giving.

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Experience
23 Years
Current Role
Wealth Management Relationship Manager
Job Level
Middle
Location
Elk Grove Village, Illinois, United States
Personality Overview

How HEIDI shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics HEIDI cares about

Holistic Wealth Mgmt
She partners with a team of specialists in trust, investment management, and private banking to provide a holistic approach to wealth management for her clients.
Retirement Planning
As a Chartered Retirement Planning Counselor (CRPC®), she possesses specialized expertise in developing comprehensive retirement strategies for individuals and families.
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Career

Work history

7-2021
Wealth Management Relationship Manager
First American Bank
6-2019 - 7-2021
Financial Solutions Advisor
Merrill Edge
8-2017 - 6-2019
Financial Advisor
Merrill Lynch
3-2017 - 8-2017
Insurance Producer
Adkisson-King-Munns Insurance Group
1-2014 - 2-2017
Insurance Producer
MassMutual
In the press

Media appearances

Wealth Experts - First American Bank (profile page featuring Heidi Prom, CRPC®). Featured in First American Bank
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Education
1980 - 1983
Bachelor's Degree
Northern Illinois University
1978 - 1980
Education details unavailable
Florida Southern College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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