
Heather G. Clegg
Heather is a Co-Founder and Managing Director with Kyros Private Wealth. Her focus is to elevate the client experience to enrich every aspect of their lives. In her role, Heather oversees the business development strategies, event planning and community involvement. She is an integral part in ensuring the partnership we have with our clients encompasses different dimensions of life— investments, business, passion and legacy. Prior to founding Kyros Private Wealth, Heather was a Senior Wealth Strategy Associate at UBS Financial Services Inc. -The Clegg Group. Heather began her career in the financial industry in 2005 at Fidelity Investments.
Heather is a native of Florida and graduated with a Master’s degree and a Bachelor of Science from Florida State University.
Away from the office, Heather has deeply rooted ties to the community and has enjoyed serving on many boards and committees including New Horizons of Southwest Florida, Hunger & Homeless Coalition of Collier County and Friends of Hope Hospice. She is passionate about being a mom, which she considers the most important job she will ever be blessed to have. Heather enjoys yoga, cooking and learning golf, but her favorite activity is spending time with her family.