Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Learn more about an advisor's background on
FINRA's BrokerCheck
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 industry publications. We believe they are setting the standard for exemplary client service.
Forbes’ “America’s Top Women Wealth Advisors” 2017-2020
Forbes “Best-in-State Wealth Advisors” 2018-2020
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.
Trust Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1055367
Wealth Management Banking Specialist
Merrill Lynch
July 28th, 2020|5:00 PM - 6:00 PM EDT
Ken Haman Invitation _002_.pdf
September 24th, 2020|4:30 PM - 5:30 PM
Please join us for this virtual fireside chat with Presidential Historian and Pulitzer Prize-winning author Doris Kearns Goodwin.
You can access the webex registration by selecting this hyperlink: Join Webex here
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 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 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.
We put you first, every day. |
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.