Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Named to the 2024 Forbes “Top Women Wealth Advisors Best-in-State” list
Published on February 8, 2024. Rankings based on data as of September 30, 2023.*
Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of The HARPG Wealth Management Group
Published on January 9, 2024. Rankings based on data as of March 31 2023.*
Heather Gottlich has been a Financial Advisor since 1989 working with high net worth individuals and institutional clients. Heather spent the first 25 years of her career at Bear Stearns where she was involved in sophisticated hedging strategies, asset management, portfolio design, corporate finance, and liability management strategies. In 2008 Heather moved to UBS Financial Services before joining Merrill Lynch Wealth Management in 2016.
Over the course of her career Heather has guided clients through many bull and bear markets with a focus on minimizing downside risk. Heather’s approach to offering financial advice and guidance allows her to gain a clear picture of all aspects of a client’s personal, financial and business life so she can provide appropriate recommendations and customized advice. This approach means that Heather spends considerable time talking and meeting with clients before designing a financial strategy. Heather also leverages the resources of Merrill to provide clients with asset preservation strategies, access to retirement and estate planning services, and liability management through access to Bank of America. Heather and her team have a specific disciplined service model for each client that includes periodic phone calls, meetings and financial strategy updates. This allows her to adjust a client’s portfolio to correspond with a client’s ever changing lifestyle.
Heather is a member of the non-profit Wife.org and previously held Second Saturday divorce workshops in the Beverly Hills and Santa Monica areas. These divorce workshops offered participants the knowledge, support, and resources that they needed to survive the divorce process.
Heather loves kayaking, hiking and biking in the local mountains. She is very active in the local community and supports several charities including California Wildlife Center, Boys and Girls Club, St Jude Medical Center, World Central Kitchen, LA Regional Food Bank, Wife.org, City of Hope, Jewish Family Services and St Joseph Center.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Arizona
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.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
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.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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