Heidmann, Jefferson, Wood & Associates

Merrill Lynch Wealth Management
607 W 3rd St
Austin, TX 78701
(512) 397-1896
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Our mission is to preserve and grow wealth for the generations of families and businesses we serve. Our multi-faceted team has over 100 years combined experience. We treat clients as an extension of our own family.
Heidmann, Jefferson, Wood & Associates
Merrill Lynch Wealth Management
Welcome

Pursuing Your Unique Wealth Goals Everyone has a unique picture of financial comfort and a satisfying life. At Heidmann, Jefferson, Wood & Associates, we want to understand your more important priorities, dreams and concerns, so we can help you chart a path to the financial future you’ve imagined. Before we begin to discuss your portfolio, we take the time to know you and your family as investors — and individuals. Only when we feel confident that we understand precisely where you hope to be and how you hope to live will we begin pursuing your vision.

How Can We Make Your Life Easier? When you ask us to help guide your financial life, you deserve service and support that reflect this immense honor. We spend every day searching for new ways to improve clients’ experiences and make their lives easier. We don’t just talk about service — we work to deliver it!

From our experience, where you are today matters as much as where you hope to go. Whether you are actively accumulating assets or planning for your legacy, we have the experience to help support and guide you every step of the way.

About Us
Our Goals

Provide Values-Driven Guidance—Just as each family's definition of success is unique, so too are the values they hope to embody today and preserve for the future. Our team takes the time to understand not only your financial goals but the personal perspectives that define your family wealth. And our role can go beyond assistance with stocks and bonds. We are skilled at working in concert with clients' other professionals, including attorneys, accountants and tax specialists,

Address your most important objectives—Before you pursue the opportunities that investing may offer, our team strives to demystify risk and help you make informed choices that support your short- and long-term goals. Using a balanced, outcome-focused strategy, our risk tolerance conversations revolve around real world considerations and questions. We want you to feel comfortable with your financial circumstances and goals, no matter the market circumstances. We believe this experience begins with a portfolio that reflects your personalized approach to wealth preservation and growth. We are here to support you in your pursuit of financial stability and goals, no matter the market circumstances. This support begins by helping you to build a portfolio that reflects your personalized approach to safety and growth , as well as your risk tolerance, time horizon and liquidity needs.

Build Adaptable, Tailored Portfolios—We believe investment opportunities change much more quickly than in years past. Rather than relying on outside money managers—and hoping their portfolio adjustments will reflect our views and your goals—we can personally craft and manage client portfolios. Together with BofA Global Research, our team conducts ongoing research, regularly reviews all investments and adapts our tactics and investments to reflect today's financial world—and your evolving life goals. Once we have confirmed your life priorities and identified your portfolio investment objective, time horizon, risk factor and liquidity needs, we will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting the team authority allows them to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to pursue your goals.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Meet Our Team
John Jefferson,

CFP®,CLU®,CPFA™,CRPC™

Managing Director, Wealth Management Advisor
512.397.1826
Shannon Wood,

CFP®

Senior Vice President, Wealth Management Advisor
512.397.1841
Wade Heidmann,

CPFA™

Senior Vice President, Senior Financial Advisor
512.397.1859
Brittany Paige Hyde,

CFP®

Vice President, Senior Business Manager
512.397.1842
Deanna Padilla Rankin
Assistant Vice President, Wealth Management Associate
512.397.1851
Tracy H Balboa
Assistant Vice President, Wealth Management Associate
512.397.1896
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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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
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.