Heather Evans

Q: What is Heather Evans email address?

Email Heather Evans at heather_evans@ml.com. This email is the most updated Heather Evans email found in 2026.

Q: How to contact Heather Evans?

To contact Heather Evans send an email to heather_evans@ml.com. If you want to call Heather Evans try calling on +17573387820 and +17573387810.

Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Vienna, Virginia, United States

About Heather Evans

Heather Evans, CFA, CIMA®, CPWA®, serves as a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where she leverages over three decades of experience to provide tailored financial solutions for affluent families, including military personnel and engineers. In her current role, Heather is dedicated to developing comprehensive planning and investment strategies that align with her clients' unique risk tolerances, time horizons, and liquidity needs. Her expertise extends to customized retirement, tax, and estate planning, ensuring that her clients are well-informed and empowered to focus on their personal and business interests.

Heather's approach is deeply relational; she believes in building meaningful connections with multiple generations of families, fostering trust and transparency in every interaction. This commitment to relationship management allows her to understand the nuanced financial goals of her clients, enabling her to craft bespoke investment solutions that not only meet immediate needs but also support long-term aspirations.

Key projects in her portfolio include the implementation of innovative investment strategies that incorporate sustainable and socially responsible investing principles, reflecting her clients' values and priorities. Additionally, Heather is adept at navigating complex financial landscapes, providing guidance on wealth transfer strategies and philanthropic endeavors that resonate with her clients' legacies.

Outside of her professional pursuits, Heather enjoys biking, gastronomy, and running, which she believes contribute to her holistic approach to wealth management. By maintaining a balanced lifestyle, she remains energized and focused, ensuring that her clients receive the highest level of service and expertise in their financial journeys.

Heather Evans Work