Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Heather started as a Financial Advisor at Merrill Lynch Wealth Management in 1997. She has been in the Financial Services Industry since 1995 and has over 20 years of experience working with clients on developing and implementing investment and planning strategies designed to build and preserve wealth.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc., and also holding the Chartered Retirement Planning Counselor(CRPC®) designation, awarded by the College for Financial Planning, Heather enjoys introducing our clients to the wealth management process designed to provide specific, personalized guidance. The process is based in education and intended to provide clients with the knowledge to make informed decisions that are appropriate to their unique circumstances and goals.
Specific personalized strategies typically include:
Portfolio management & Asset Allocation
Designing a retirement income strategy
Estate planning needs & Insurance planning
Heather graduated with a B.A. from William Smith College and lives in Thornton, NH with her husband Tyler and daughter, Holly. As a family they enjoy skiing and recreating in the White Mountains of NH.
Heather currently holds the FINRA Series 7, 65, 63 registrations.
N.H. State Insurance License
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
* Asset allocation does not ensure profit or protect against loss in declining markets.
Hobart & William Smith Colleges
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically 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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.