A Merrill Financial Advisor, Heather believes the most valuable thing you can give someone isn't advice- it's financial confidence. Her approach is different from others as her goal is not to just push a plan; but to customize one around your life, your priorities and the future you envision- so that you always feel in control of what lies ahead.
Born and raised in Las Vegas, Heather has worked out of the Merrill Lynch Wealth Management Summerlin Office in Tivoli Village for the last five years. Heather holds her Series 7 & 66 FINRA registrations and holds the Accredited Asset Management Specialist™, AAMS® designation.
Heather graduated from the University of Nevada, Las Vegas with her Bachelor of Science in Business Administration- Marketing. Prior to working in the financial services industry, Heather used her degree to oversee the digital marketing & branding strategy for her local Triple-A Baseball Team- paying homage to her family history in professional baseball. Following Heather's transition to finance, she has continued to feed her passion for athletics by serving as a youth club volleyball coach in her free time.
Heather is incredibly passionate about helping others and stays active in many different local philanthropic communities. She serves on the Advisory Board of Moonrise NextGen, an organization dedicated to highlighting a different community need each quarter and partnering with a correlating non-profit to deliver real-time results. Heather is also on the board of her local Merrill office's Philanthropy Committee and Women's Exchange, gaining recognition from Bank of America in 2024 for serving over 100 volunteer hours.
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.
