Heath Whetsel, Vice President, Wealth Management Advisor, is a CERTIFIED FINANCIAL PLANNER^® practitioner and holds the Chartered Financial Consultant^® designation. He also holds the FINRA Series 7 and 66 registrations as well as the life and health insurance licenses. Heath’s Wealth Advisory practice focuses on assisting high-net-worth clients with estate planning services, retirement planning, risk management and as a Portfolio Manager developing customized investment strategies. He helps clients grow, preserve and distribute wealth using a disciplined wealth management process.
Heath is also an Arizona partner for Merrill - The Special Needs Team, a dedicated group of financial advisors and client associates who work closely with other special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves. Helping the most vulnerable members of our society (our elder population and those with special needs). For more information please visit: www.fa.ml.com/snt .
Heath has worked in the financial services industry since 2000. Prior to that, he served 5 years in the U.S. Army with the Armored Cavalry in Germany and California – along with 2 deployments to former Yugoslavia.  Heath also has a deep understanding of military and Veterans Affairs benefits and how to apply the wealth management planning process.
Heath received his Bachelor’s degree in Business Finance from Western International University. He is also a lifetime member of Disabled Veterans of America.
Heath resides in Phoenix and in his spare time he enjoys traveling and spending time with his wife Theresa, son Christian, daughter Sarah, son-in-law Peter, and granddaughter's Tatum and Paige.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.