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Heidi Leu is a Wealth Management Advisor who joined Merrill Lynch Wealth Management in December 2012. She has been in the financial services industry since 2000.
During her tenure as a financial advisor, she has gone through two major financial crises with one of them considered the most damaging in the economic scale ever since the Great Depression. Those unique experiences have molded her into a portfolio manager with a mindset of principle preservation besides growth of investments when it comes to manage clients’ hard earned money. The extreme volatility and intensity of the financial world in the past decade have definitely made her a seasoned advisor. Her areas of focus include customized individual and family plans, retirement income stream planning for both pre-retirees and retirees, portfolio management and tax-deferred* oriented retirement plans including corporate 401(k) profit sharing and pension plans.
Heidi holds Series 7, 63, 65 FINRA registrations and California state insurance license. In 2007, she earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. In 2010, she partnered up with Christopher Leu, a 33 years seasoned banker, to bring to clients a holistic view of wealth planning. Together, they offer clients innovative financial advice in the area of tax deferral strategies*, insurance, retirement and all aspects of lending needs.
English, Mandarin, Min Nan & Yue(Cantonese)
University of Texas at Arlington
University of Texas at Austin
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Strategist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637495
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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