Heather Djan
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Heather Djan is a Vice President and Wealth Management Advisor, as well as a partner at the Forrester Djan Group at Merrill. With a commitment to delivering exceptional financial guidance, Heather excels in helping clients navigate complex financial decisions, optimize their strategies, and plan for a secure future. She holds herself and her team to the highest standards, helping to ensure every client receives personalized, attentive service that reflects their unique financial goals. When asked, why do you think you're a great advisor- her response was, "I knew I was in the right role when I realized I was one of the first people my clients would call to share life changing events they wanted me to celebrate with them during the good times and sought my support in the challenging ones many clients even introduced me to their children and grandchildren which underscored the deep relationships we had built this profession is all about relationships being authentic dependable and consistently making thoughtful decisions clients can sense that dedication and it's what fosters lasting trust."Heather serves a diverse clientele, including busy professionals seeking to optimize their financial strategies and reclaim valuable time for what matters most, retirees and widows who rely on Heather for her compassionate approach to managing and safeguarding their lifelong accumulated wealth, business owners who rely on her for strategic succession planning, leveraging her deep knowledge to help ensure smooth transitions and experienced investors who value a relationship with experienced advice to manage their portfolios or support their families long-term.Since beginning her career in 2007 at UBS in New York City, Heather has built a strong foundation in financial services. She joined Merrill in 2010 and has since earned several designations, including the CERTIFIED FINANCIAL PLANNER®, CFP® certification, Chartered Retirement Planning Counselor™, CRPC™, and Accredited Wealth Management Advisor™, AWMA™ designations. Heather resides in Las Vegas with her husband and their twin boys, who keep her busy and inspired. When she's not working or spending time with her family, she enjoys live music, dancing, art and architecture, and exploring new travel destinations.
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.
