Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Heather started as a Financial Advisor at Merrill Lynch 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(SM) (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 suit 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
*CFP® and CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Chartered Retirement Planning Counselor SM 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
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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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.