Heidi C Goldstein - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

Heidi C Goldstein

Global Wealth Management


717 FIFTH AVENUE
Floor 06
NEW YORK, NY 10022

Phone: (212) 415-8881
Email:

Directions to Branch

PROFESSIONAL STAFF

(212) 415-7898 Client Associate

PROFESSIONAL PROFILE

Heidi Goldstein is a Financial Advisor in Merrill Lynch's Fifth Avenue office in New York. Heidi and her team help their clients better manage their lives and businesses through long-range financial strategies. She develops personalized and diversified strategies for her clients to effectively manage their personal and business finances. Heidi has over 10 years of experience working in the financial services industry. She graduated from the University of Illinois and received an M.B.A. from the University of Chicago. She is a designated CFM, Certified Financial Manager and CRPC®,Chartered Retirement Planning Counselor. Heidi is also a qualified CSNA, Certified Special Needs Advisor.

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Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and I am proud to be part of that tradition. To help you meet your financial objectives and build your wealth, I first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, I have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let me put them to work for you.

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Diane Carter is registered to do business in: AK, AR, AZ, CA, CO, DE, FL, HI, IA, ID, IL, IN, KY, MA, ME, MN, MT, NC, NE, NJ, NM, NV, OR, PA, TX, UT, VA, VI, WA, WI, WY

Heidi Goldstein is registered to do business in: CA, CO, CT, FL, GA, HI, IL, IN, KS, MN, MO, NC, NJ, NV, NY, OH, RI, SC, TX, UT, VA, WA, WI, WY

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