Joe Heffernan

Joe Heffernan

Wealth Management Manager

Office:
515-371-0746

Great Western Bank

10101 University Avenue
Clive, IA 50325

Joe has been involved with providing investment management, estate planning and trust services for over 30 years.  He began his career as a personal trust administrator before moving on to serve as trust counsel for a $5 billion bank trust department.  He then went on to the private practice of law.  Immediately prior to joining Great Western Wealth Management, he was President of Wealth Management for an Iowa based bank.  Prior to that position, Joe was President of a Registered Investment Advisor and Trust Company, which managed over $1.5 billion of  ssets.  Joe holds a law degree from the University of Iowa, a M.S. from the University of South Florida and a B.S. from the University of South Florida.

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