Named to the 2024 Forbes “Top Women Wealth Advisors Best-in-State” list
  Published on February 8, 2024. Rankings based on data as of September 30, 2023.

Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of The HARPG Wealth Management Group
  Published on January 9, 2024. Rankings based on data as of March 31 2023.

Heather Gottlich has been a Financial Advisor since 1989 working with high net worth individuals and institutional clients. Heather spent the first 25 years of her career at Bear Stearns where she was involved in sophisticated hedging strategies, asset management, portfolio design, corporate finance, and liability management strategies. In 2008 Heather moved to UBS Financial Services before joining Merrill Lynch Wealth Management in 2016.

Over the course of her career Heather has guided clients through many bull and bear markets with a focus on minimizing downside risk. Heather’s approach to offering financial advice and guidance allows her to gain a clear picture of all aspects of a client’s personal, financial and business life so she can provide appropriate recommendations and customized advice. This approach means that Heather spends considerable time talking and meeting with clients before designing a financial strategy. Heather also leverages the resources of Merrill to provide clients with asset preservation strategies, access to retirement and estate planning services, and liability management through access to Bank of America. Heather and her team have a specific disciplined service model for each client that includes periodic phone calls, meetings and financial strategy updates. This allows her to adjust a client’s portfolio to correspond with a client’s ever changing lifestyle.

Heather is a member of the non-profit Wife.org and previously held Second Saturday divorce workshops in the Beverly Hills and Santa Monica areas. These divorce workshops offered participants the knowledge, support, and resources that they needed to survive the divorce process.

Heather loves kayaking, hiking and biking in the local mountains. She is very active in the local community and supports several charities including California Wildlife Center, Boys and Girls Club, St Jude Medical Center, World Central Kitchen, LA Regional Food Bank, Wife.org, City of Hope, Jewish Family Services and St Joseph Center.
Heather does not provide legal or tax advice in her current role with Merrill.

*2024 Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK^® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

2024 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.