Heather Freeman
,
Vice President, Wealth Management Advisor
100 Front St
Worcester, MA 01608
508.926.3708
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

With over 17 years of experience in financial services, Heather is the business manager of the team. Heather joined Merrill Lynch Wealth Management in 2006 and today focuses on serving high-net worth clients. She holds a CERTIFIED FINANCIAL PLANNER certification, a Chartered Financial Consultant® designation, as well as the Chartered Retirement Planning Counselor designation. Heather received a B.S. in International Business with a concentration in Finance from the University of Tampa and earned her M.B.A. from Quinnipiac University.

Heather is also involved in her local community. Passionate about financial literacy, Heather has taught students of all ages. Heather volunteers as a Dollar Scholar Facilitator with the United Way, and spent seven years as a Finance Committee member for the Girl Scouts of Central and Western Massachusetts. Heather proudly served on the Board of Directors for both the Girls Scouts of Central and Western Massachusetts as well as the Young Professional Women’s Association in Worcester.  Additionally, Heather has coached rowing for Clark University and is an avid runner.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Ryan Wakefield
Registered Senior Wealth Management Client Associate
508.926.3722
Brenda Sullivan
Wealth Management Client Associate
508.798.7216
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Heather Freeman is registered to do business in CA, CO, CT, DC, FL, IL, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TN, TX, VA, VT, WA.