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.
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.
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.
