Blake A. Thibault

Blake Thibault serves as a member of the Heffernan Financial Services Investment Policy Committee, the Corporate Retirement Review Committee and has direct relationship responsibility for a number of the Firm’s clients.

At Heffernan, Mr. Thibault holds responsibility for assisting our corporate clients with plan and vendor evaluations, contract negotiations, implementation initiatives, investment selection and monitoring, comprehensive plan reviews and education strategies for plan sponsor and participants. Previous to Heffernan, Mr. Thibault was associated with Morgan Stanley as a Wealth Advisor and Retirement Planning Specialist. At Morgan Stanley, Mr. Thibault advised individuals, corporations and nonprofit organizations.

In 2007, Mr. Thibault was recognized by Institutional Investor Magazine as one of the top twenty Retirement Plan Advisors Rising Stars*. In January of 2008, along with John Prichard, Sr., Mr. Thibault was recognized as one of the top five retirement plan advisor teams of the year nationally by PlanSponsor magazine.

Mr. Thibault holds a Bachelor of Arts degree in Public Administration from San Diego State University and holds a Series 7, Series 66 and Series 31 registrations with LPL Financial and is an Accredited Investment Fiduciary.

*Based on nominations from industry peers and selected on the following attributes:  40 years of age or younger and have credentials and experience and a career consistency that indicates they will be the ones to watch as leaders and trend setters in the industry going forward.