Warren Averett CPAs and Advisors is proud to announce the recognition of Heather Locklar and MaryPat Peeples at the Birmingham Business Journal’s (BBJ) NextGenBHM Awards. Locklar and Peeples are a part of the Firm’s Birmingham office and they were selected as top winners from a pool of honorees from the BBJ’s 2020 NextGenBHM Series.
The NextGenBHM series recognizes leaders in the banking and finance, real estate and construction, law, education and workforce development, technology and healthcare sectors. The winners were chosen based on their tangible achievements within their businesses and communities. Honorees were recognized at the NextGenBHM Awards hosted through a Zoom event on January 28, 2021.
“During her time with Warren Averett, Heather has been a substantial influence in the ongoing success and growth of our Estate Planning group,” says Beverly Virciglio, CPA, a Member in the Firm’s Estate and Trust Service area. “She exhibits strong leadership skills in our Firm in each way she serves, and she is respected by everyone who works with her.”
Heather Locklar is an Estate Planner and Member in Warren Averett’s Tax Division. After graduating from law school, Locklar chose to focus her practice in the areas of estate and tax planning, estate administration and small business succession planning. This positioned her to help clients reach their personal and legacy goals by assisting them in crafting meaningful, impactful plans for themselves and their families.
MaryPat Peeples has been with the Firm for three years, and her responsibilities include accurately addressing clients’ needs throughout the comprehensive financial planning process, as well as interacting with female clients and helping to facilitate Women’s Wealth Connection events.
“I’m thrilled to know MaryPat is being recognized with this award,” says Melanie Nichols, a Member of Warren Averett Asset Management and co-founder of the Firm’s Women’s Wealth Connection. “She’s a vital part of our team and actively demonstrates her commitment to our clients time and again. I have no doubt she’ll continue to exemplify the leadership qualities this award recognizes.”
Heather Locklar and MaryPat Peeples were recognized at the Birmingham Business Journal’s (BBJ) NextGenBHM Awards as leaders in their fields in the Birmingham area.