Merrill Lynch Financial Advisor Shana Heckel

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Liquidity management

About

Shana Heckel is a financial advisor based in Powell, Ohio, providing investment advice and strategies tailored to individual client needs. She focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity requirements to develop comprehensive financial plans. As a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA), Shana offers expertise in various financial planning areas. Her services are designed for individuals and families seeking to align their financial decisions with their long-term objectives.

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