Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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In addition to our team’s nuanced insights, we allow clients to benefit from others we’ve assisted in similar positions. We feel fortunate to have long memories and relationships. Speaking for our entire staff, we are as proud of the referrals we receive as the results we deliver.
At The Heim Group, we find that wisdom is our reward for a lifetime of listening, rather than talking. In fact, as seasoned and sensitive advisors, we are often surprised by the expectations of new clients. Most have only an inkling of the care and capabilities we bring to the table.
As a prime example, we have anticipated questions and proactively addressed the implications of the CARES Act and the SECURE Act as they pertain to each client's situation. Amid this new landscape, we "threw away our calendars" and contacted clients without hesitation, for one-on-one discussions. Working with both spouses whenever possible, we continue to help them explore and in some cases, reimagine their visions of the future.
Many new clients believe our investment skills are a key differentiator of our offering. Certainly, we are proud of how well we manage risk and opportunity in client portfolios. After all, we have decades of specialized experience as institutional investors. However, a hallmark of our approach is the comprehensive planning process we’ve honed for many years.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2018 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "America's Top Women Wealth Advisors" 2017 - 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.
Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.
Supported by the global resources of Merrill, our 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
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1055367
Wealth Management Banking Specialist
Merrill
October 19th, 2022|4:00 PM EST
Join us for a virtual event featuring @Andy Friedman, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Andy will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning on Wednesday, October 19, 2022 | 4:00 p.m. - 5:00 p.m. EST.
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.
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 we can help you create a financial approach that reflects your personality. Only then can we 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.
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