Bandley Heath Group

Merrill Lynch Wealth Management
720 South River Road
Suite E-200
St. George, UT 84790
(435) 986-8955
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Bandley Heath Group
Merrill Lynch Wealth Management
Welcome

Helping you pursue your dreams
With more than 40 years of collective experience, we are dedicated to serving the needs of high-net-worth individuals including business executives, professionals, retirees, widows, and widowers, who may not have the time or desire to manage their finances.
The cornerstone of our approach is building long-term relationships and focusing on goals-based planning to help you define your most important goals. We take the time to ask you detailed questions and listen to what you say (and may not say), so we have a better understanding of your vision of success.
Your goals are unique. And your financial strategy should reflect that. By customizing your portfolio with specific assets to help pursue those goals, you will have a better understanding of the purpose of each asset in your portfolio.
Preservation of capital and cash flow are foundations of our actively managed investment approach. Rather than trying to beat a given index, our philosophy is to help you develop strategies designed to weather various markets, preserve your assets for your current lifestyle, and help secure your income needs in retirement.
We look forward to learning about your goals and helping you turn them into reality.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Justin W Bandley
First Vice President, Resident Director - Wealth Management Advisor
435.986.8955
Pamela Heath,

ChFC®,CPFA™,CRPC™

Vice President, Wealth Management Advisor
435.986.8956
Whitney Michelle Bird
Wealth Management Client Associate - Resident Director Assistant
435.986.8950
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Zane Anderson
Wealth Management Banking Specialist
Christopher Gonzalez
Regional Lending Specialist
NMLS #1054272
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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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.