Heather Stickney Email & Phone Number

I’m a seasoned wealth management client associate who prides herself on delivering white glove client-centric service. My passion for service stems from my desire to surprise and delight clients, a skill that I’ve honed from training led by the Ritz-Carlton. I continuously rank as a Top 100 and Top 1,000 Client Associate—an esteemed Merrill Lynch service recognition award with stringent criteria that only 1% of the client associate population achieves. I served for three years on Merrill Lynch’s Client Associate Growth Network (CAGN) as a council member where I assisted my peers with developing business growth opportunities and deepening client relationships. In addition to being the primary wealth management client associate to The Economos Group, I’m a branch coach/mentor, and have done so for a decade. In my free time, I volunteer for a couple of animal welfare agencies. From time to time, my husband and I foster dogs from our local municipal shelter. Together, we enjoy hikes in the Bay Area, trying new restaurants and wine tasting in the nearby regions.

Listed skills include Human Resources, Employee Relations, Recruiting, Change Management, and 35 others.