Heather Durkin Gravelle, MBA, CDFA®
Market Director, Charlotte
What began as a three-month marketing project for The Gravelle Financial Strategies Group over a decade ago, has grown into a second career and some of my life’s most rewarding work. From the very beginning, I was drawn to the opportunity to work closely with individuals, families, and business owners helping them navigate their financial lives with clarity, confidence, and a strong sense of purpose.
Leaning on the experiences I had at American Express working with executive teams and managing client relationships, I bring both structure and empathy to every engagement. I enjoy helping clients define what matters most to them and translating that into clear, actionable strategies, whether that’s implementing an investment plan, planning for their children or grandchildren’s education, visualizing what retirement looks like, or helping them create long-lasting generational impact. As a trained coach and facilitator, I guide clients through important decisions with clarity and confidence, serving as a steady partner through life’s transitions and opportunities.
Above all, my goal is to build lasting relationships and help the families I work with feel confident, organized, and well-prepared for whatever comes next. It’s a privilege to be part of my clients’ lives and to support them in building a future and a legacy that reflects who they are and what matters most.
Outside the office, I have enjoyed serving in a variety of volunteer positions. These have included serving on the Board of the Ballantyne Chapter of the Charlotte Regional Business Alliance, as Vice President of Philanthropy for the Carolina Women’s Club, and as a Living Your Strengths Coach for St. Matthew Catholic Church. I have mentored undergraduate business students at my alma mater, Villanova University and coached Girls on Run. Having raised four wonderful children who are now in their twenties, Mitch and I are officially empty nesters. We are looking forward to exploring what this phase of life has to offer.
Location: Charlotte