Merrill Lynch Financial Advisor Heather Cleary

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Investment management

About

Heather Cleary is a financial advisor based in Wilmington, North Carolina, with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Heather specializes in comprehensive financial planning and investment management. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

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