Jill Aronberg-Heller Headshot Image

Jill Aronberg-Heller
,

First Vice President, Wealth Management Advisor

1 Town Center Rd
Boca Raton, FL 33486
561.393.4594
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


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.
About Me

I began my career as a Certified Public Accountant and then as a Corporate Bankruptcy Consultant with Ernst & Young Corporate Finance LLP.

After 10 years of advising corporations, banks and creditor committees, I built an investment advisory practice at Merril Lynch Wealth Management by bringing my extensive knowledge to high net worth investors and business owners.

For the past 20 years, I have helped clients develop strategies to build and preserve their wealth. I feel that my background in analyzing and restructuring corporate balance sheets has proven valuable to clients when assessing risk and making sound investment decisions based upon each client's unique needs.

I utilize various strategies to generate cash flow for clients through investments including options, dividend paying stocks, municipal bonds, master limited partnerships and preferred stocks.

My long-term client relationships are built on trust, superior service and communication.

I am a CERTIFIED FINANCIAL PLANNER™ professional, and a graduate of the University of Texas of Austin with a Bachelor of Business Administration and a Masters in Professional Accounting.

*I do not provide tax advice in my current role with Merrill.

** Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jill Aronberg-Heller is registered to do business in AZ, CA, CO, CT, DC, FL, GA, IL, MA, MI, NC, NJ, NM, NY, OH, PA, SC, TN, TX.