Investment and Insurance Products are: Not Bank Guaranteed | Not a Deposit | May Lose Value | Not Insured by FDIC or Any Other Government Agency

Vanessa Bey

Operations Manager

Email Vanessa
Phone:
614-392-5303
Branch Number:
614-392-5303

Vanessa brings more than 20 years of experience to Heartland Planning Associates, a division of German American Bank. Her commitment to client service has spanned almost all of her professional career and is still one of her great passions to this day. Building lasting relationships has been the cornerstone of her success, as well as a strong problem-solving skillset. She holds her Series 7 and 63 registrations through LPL Financial. She also holds her State of Ohio Life and Health license. In her leisure hours, Vanessa enjoys her two animals and dinners/get-togethers with friends.  She’s also been known to travel solo to various vacation locales as well as to a destination wedding in Aruba in 2021. Being a sociable person, Vanessa embraces the opportunity to meet new friends wherever her travels take her.

BrokerCheck

LPL Financial Form CRS

Click for BrokerCheck by FINRA


Your Bank (“Heartland Bank, a division of German American Bank") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.