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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
