Heath Harper, CPM®
Executive Director,
Financial Advisor,
Portfolio Management Director
Direct:
(501) 221-6363(501) 221-6363
Toll-Free:
(800) 879-0089(800) 879-0089
My Story and Services
"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Securities Agent: CO, NJ, KS, WI, ME, FL, AZ, TX, SC, NM, MN, MA, IN, IL, AR, AK, MS, MD, LA, IA, DE, NY, NE, MO, GA, AL, WA, MI, ID, CT, CA, VA, PA, NC, KY, WV, TN, NV, DC, OR, OH, VT, OK, NH, ND; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1401610
AR Insurance License #: 3392406
NMLS#: 1401610
AR Insurance License #: 3392406
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Pam Truemper, Portfolio Associate
Phone:
(501) 221-6140(501) 221-6140
Email:pam.truemper@morganstanley.com
Pam Truemper
Portfolio Associate
As Portfolio Associate and the key relationship manager, Pam is instrumental in the development and implementation of our in-house client monitoring and review system. Her focus areas include client management and personal service, account maintenance, and online support.
Pam is a Little Rock native and has been with Morgan Stanley since 2009. She is Series 7, 65, and 63 licensed. In 2005, Pam graduated from the University of Arkansas with a B.A. in Psychology and a Business Minor. She adds an exceptional level of efficiency to the team through her accumulated 17 years of experience in customer service in the financial industry.
Pam and her husband, Zack, live in Maumelle with their children Zachary, Jade, and Wayne. They are members of Christ the King Church in Little Rock. She loves watching her kids play in their multiple activities, making a mess in the kitchen, relaxing at the lake, sand between her toes and buggin’ out in the minivan.
Direct: 501-221-6140
Text: 501-267-8878
Pam.Truemper@morganstanley.com
theharpergroup@morganstanley.com
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC, member SIPC.
CRC 5436321 02/2023
Portfolio Associate
As Portfolio Associate and the key relationship manager, Pam is instrumental in the development and implementation of our in-house client monitoring and review system. Her focus areas include client management and personal service, account maintenance, and online support.
Pam is a Little Rock native and has been with Morgan Stanley since 2009. She is Series 7, 65, and 63 licensed. In 2005, Pam graduated from the University of Arkansas with a B.A. in Psychology and a Business Minor. She adds an exceptional level of efficiency to the team through her accumulated 17 years of experience in customer service in the financial industry.
Pam and her husband, Zack, live in Maumelle with their children Zachary, Jade, and Wayne. They are members of Christ the King Church in Little Rock. She loves watching her kids play in their multiple activities, making a mess in the kitchen, relaxing at the lake, sand between her toes and buggin’ out in the minivan.
Direct: 501-221-6140
Text: 501-267-8878
Pam.Truemper@morganstanley.com
theharpergroup@morganstanley.com
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC, member SIPC.
CRC 5436321 02/2023
Karen Greer - Associate Vice President, Group Director
Phone:
(501) 221-6319(501) 221-6319
Email:karen.greer@morganstanley.com
As Group Director, Karen shares our Team’s passion, knowledge, and experience with our clients so that they may minimize their financial concern. Her focus areas include wealth management, financial planning, retirement income strategies, and she focuses on corporate services (retirement and stock option plans).
Karen joined Morgan Stanley in December 2005 and currently serves as Associate Vice President and Group Director for the Rock Capitol Group. Prior to her current role, Ms. Greer was employed at Stephens Inc. for nine years. She graduated from the University of Arkansas at Little Rock in 1996 with a Bachelor of Business Administration in Finance.
Ms. Greer is currently on the Board of CareLink and volunteers as a judge for Invest It Forward™ Stock Market Game in local schools. She is also a philanthropy liaison for Young Men’s Service League in Little Rock where she and her son, Charlie, volunteer together in their community. She enjoys weekends at the lake, horse racing, college football, traveling, and of course spending time with family and friends.
NMLS #1462853 AR Ins Lic #7668729
Karen joined Morgan Stanley in December 2005 and currently serves as Associate Vice President and Group Director for the Rock Capitol Group. Prior to her current role, Ms. Greer was employed at Stephens Inc. for nine years. She graduated from the University of Arkansas at Little Rock in 1996 with a Bachelor of Business Administration in Finance.
Ms. Greer is currently on the Board of CareLink and volunteers as a judge for Invest It Forward™ Stock Market Game in local schools. She is also a philanthropy liaison for Young Men’s Service League in Little Rock where she and her son, Charlie, volunteer together in their community. She enjoys weekends at the lake, horse racing, college football, traveling, and of course spending time with family and friends.
NMLS #1462853 AR Ins Lic #7668729
AR Insurance License #: 7668729
Location
2200 N Rodney Parham Rd
Ste 100
Little Rock, AR 72212
US
Direct:
(501) 221-6363(501) 221-6363
Toll-Free:
(800) 879-0089(800) 879-0089
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
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- Plan Evaluation
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Small Business Retirement Plans
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Ready to start a conversation? Contact Heath Harper today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
