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Heather Cleary
Heather Cleary
Management Trainee/Acting as Branch Manager | Merrill Lynch
Greater Myrtle Beach Area United States, United States
Heather Cleary
Summary
Heather Cleary is an accomplished Vice President and Wealth Management Advisor at Merrill Lynch, with over 15 years of experience in the financial services industry. She specializes in retirement and financial planning, helping clients navigate their financial journeys with personalized strategies. Heather holds a dual degree in Finance and Economics from Radford University, along with prestigious certifications such as CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor®. Her team values the importance of strong client relationships, ensuring that they are always accessible and responsive to clients' needs. With a unique male-female partnership, they bring a balanced perspective to wealth management, enhancing the overall client experience. Heather's commitment to her clients is evident in her selective approach to client engagements, allowing her to provide tailored support. Outside of her professional life, she enjoys running, which reflects her dedication and discipline. Heather is based in the Greater Myrtle Beach Area and is passionate about making a positive impact in her clients' lives.
Heather Cleary
Work Experience
Management Trainee/Acting as Branch Manager at
Bank of Hampton Roads
May 2006 - June 2008
Wealth Management Advisor, Vice President at
Merrill Lynch
June 2008 - Present
Heather Cleary
Education
Radford University, Bachelor's Degree
January 2003 - January 2007
Frequently Asked Questions about Heather Cleary
What is Heather Cleary email address?
Heather Cleary's primary email address is **************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Heather Cleary work for?
Heather Cleary is a Management Trainee/Acting as Branch Manager at Merrill Lynch.
Where Heather Cleary graduated from?
Heather Cleary holds a degree in null from Radford University.
How can I directly contact Heather Cleary?
To contact Heather Cleary directly, you can use the email address **************@ml.com. Complete contact information is available upon registration with Muraena.
Who is Heather Cleary?
Heather Cleary is an accomplished Vice President and Wealth Management Advisor at Merrill Lynch, with over 15 years of experience in the financial services industry. She specializes in retirement and financial planning, helping clients navigate their financial journeys with personalized strategies. Heather holds a dual degree in Finance and Economics from Radford University, along with prestigious certifications such as CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor®. Her team values the importance of strong client relationships, ensuring that they are always accessible and responsive to clients' needs. With a unique male-female partnership, they bring a balanced perspective to wealth management, enhancing the overall client experience. Heather's commitment to her clients is evident in her selective approach to client engagements, allowing her to provide tailored support. Outside of her professional life, she enjoys running, which reflects her dedication and discipline. Heather is based in the Greater Myrtle Beach Area and is passionate about making a positive impact in her clients' lives.
Heather`s contact details
**************@ml.com
Colleagues
Vice President
Director of Software Support Services
Wealth Management Advisor, Senior Vice President
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Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Vice President
Private Client Advisor
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VP
Insurance Agent