Heather Witten, Cfp®, Cpfa™ Email & Phone Number

I am a financial advisor and I bring a planning-based approach to clients, their families, and, in many cases, clients' employees (by serving a growing number of corporate defined contribution plans).I believe the virtues of "saving early and often" - and following a wise financial course - are critical to clients achieving realistic goals. I hold the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.  I earned a Bachelor's degree in Religion from Wittenberg University and an MBA from Capital University. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Listed skills include College Education Planning, Portfolio Management And Retirement Planning, Corporate Retirement Plans, Finance And Investment, and 12 others.

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  Wealth Management Advisor, First Vice President

  Merrill Lynch Wealth Management

  Aug 1998 - Present

  I have built my entire career at Merrill and have been provided the opportunity to grow my business along with my interests. I strive to get to know my clients and their goals so we can make a plan to help them achieve their goals that encompasses their assets, liabilities, and cash flow needs. I also work with corporate retirement plans to help them build an appropriate investment menu, educate their employees, and find ways to enhance this important benefit for their employees.My team has decades of experience and we are committed to working hard to do the right thing for our clients.