Troy Hein
Our team partners with families and small business owners as wealth managers to help them build and preserve their wealth. Your goals are what we strive to help our clients achieve in collaboration with them.
I worked for many years in the sports industry prior to joining Merrill and know just how hard people work to achieve what they set as goals and dreams. It's our team's goal to do everything we can to help you plan to achieve those goals and exceed them while leaving a legacy for the next generation in your family.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
