About Advisor Support Services

Advisor Support Services was founded with a clear mission: to provide exceptional, professional and expert support to Financial Advisors seeking efficient, scalable solutions without compromising quality. My name is Heather Carbone, I am the founder and owner of Advisor Support Services. I started my career in the investment world back in 2005, working behind the scenes as the "Jane of all trades" to support Financial Advisors with their day-to-day back-office support that keep their practices running smoothly. Over time, I noticed a common thread: many Advisors were overwhelmed with their back-office tasks - leaving little time to focus on what they do best. That realization sparked a vision and idea for Advisor Support Services. In 2013, I took the leap and began working remotely with Advisors across the country and beyond - helping them streamline their operations, assist with client services, allowing them the time to get back to doing what they do best. Then in 2023, I officially launched Advisor Support Services - a boutique LLC designed to provide an efficient, flexible, white-glove support service tailored to the unique needs of financial professionals. In 2020 I became a single parent when my sons father passed away from cancer. That experience reshaped my perspective and deepened my commitment to building an honest, reliable and lasting business - not only for my family, but for the professionals I support.

I run Advisor Support Services from my home office in Tampa Bay, FL while raising our son, who attends a private Christian school. My business is built on values: reliability, integrity, discipline, and compassion. I work directly with every Advisor - providing a white-glove service with the attention to detail and professionalism you'd expect from someone on your in-house team. With over two decades of industry experience, I understand the unique needs and pressures Financial Advisors face, and I've built my services to meet those needs. I assist independent advisors, RIAs, broker-dealers, and firms who are ready to delegate and grow. Whether you're building your practice or simply need trusted help behind the scenes, I offer the kind of specialized support that frees you to focus on clients.