Charles Heaton
,

Senior Vice President, Wealth Management Advisor

999 Waterside Drive
Norfolk, VA 23510
757.446.4047
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Chuck has been in the financial services industry since 2002 and joined Merrill Lynch Wealth Management in 2007. He helps families create a complete and easy to understand financial strategy; complex enough to achieve their goals, yet not so complicated as to cause uncertainty or undue concern. By asking important questions, listening intently, and compassionately acting on a client's behalf he provides advice, guidance, and the level of comfort that comes from the certainty of knowing that they are being served by not only a financial professional, but a caring friend, who is focused first and foremost on their families well being.

The true measure of wealth is in the breadth of the positive and lasting effect that you can have on those you love. Chuck excels at framing a financial circumstance that helps clients prepare for and enjoy births, graduations, weddings, celebrations, travel, and retirement. When personal tragedy, loss, incapacitation and the lesser speed bumps of life arrive, Chuck is there to provide stability and a way ahead.

Over a 25 year career Chuck served first as a Marine, and then a Naval Officer. He holds a Bachelor of Science degree from The Embry Riddle Aeronautical University, an M.B.A. from Old Dominion University, and is a graduate of the Naval War College. Chuck is married and has two adult children.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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Charles Heaton is registered to do business in AK, CA, CO, FL, IL, KS, MD, MN, NC, NJ, NV, NY, PA, TN, TX, UT, VA, WA.
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.