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Heather Cleary

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Heather Cleary

Management Trainee/Acting as Branch Manager | Merrill Lynch

Greater Myrtle Beach Area United States, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Heather Cleary

Work Experience

💼

Management Trainee/Acting as Branch Manager at

Bank of Hampton Roads

May 2006 - June 2008

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Wealth Management Advisor, Vice President at

Merrill Lynch

June 2008 - Present

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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

mail

**************@ml.com

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