Heidi joined Merrill Lynch Wealth Management in 1995 and is the Senior Resident Director for the Davenport, Iowa branch office. Heidi works with clients to help identify their primary goals and then commits herself to crafting strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth. In addition to attention to investing, she can offer clients access to an array of cash management, credit and other lending solutions through Bank of America, N.A.. Heidi is a graduate of the University of Iowa, Iowa City, Iowa. She is married with one child and two stepchildren
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.
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.