Heather Gottlich
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Los Angeles, California, United States
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Heather Gottlich, a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, has dedicated her career to providing tailored financial strategies that empower her diverse clientele. With over three decades of experience in the industry, Heather has cultivated a reputation for her commitment to personalized wealth management, particularly for investment bankers, private business owners, and C-suite executives. Her expertise also extends to a growing demographic of divorced women, for whom she offers specialized financial guidance during transitional periods.
At Merrill Lynch, Heather leads key projects focused on comprehensive wealth planning and estate planning services. She employs her skills in future cash flow analysis to help clients navigate complex financial landscapes, ensuring they have a clear roadmap for their financial futures. Heather's approach is characterized by a deep understanding of the unique challenges faced by women in transition, making her a sought-after mentor in this area. She is passionate about empowering her clients through education and strategic planning, helping them build and preserve wealth while addressing their specific needs.
In addition to her professional pursuits, Heather is an avid cyclist, which reflects her belief in maintaining a balanced lifestyle. Her commitment to mentoring and supporting women in finance further underscores her dedication to fostering a more inclusive financial community. By leveraging her extensive knowledge and experience, Heather continues to make a significant impact on the lives of her clients, guiding them toward achieving their financial goals with confidence and clarity.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in November 2016 to Present
Senior Vice President at UBS FInancial Services in December 2008 to November 2016
Associate Director at Bear Stearns Inc in July 1987 to August 2008
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Future Cash Flow Analysis
Wealth Planning and Estate Planning Services
Biking
Hiking
Workplace retirement plans
Working with Business Owners
Financial Strategies for Women
Fine Wine Collections
Financial Advisor
Family Estate Financial Guidance
Executive Compensation Plans
Asset Management
Wealth Planner
Generational Wealth Planning
Divorce Wealth Management Planning
Divorce Transition Planning
Customized Wealth Planning
Business Exit Planning
Women in Transition
Mentoring
Investment Portfolo Construction
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What is Heather Gottlich email address?
Email Heather Gottlich at [email protected] and [email protected]. This email is the most updated Heather Gottlich email found in 2026.
What is Heather Gottlich phone number?
Heather Gottlich phone number is +18189439732 and +18182229732.
How to contact Heather Gottlich?
To contact Heather Gottlich send an email to [email protected] or [email protected]. If you want to call Heather Gottlich try calling on +18189439732 and +18182229732. (updated on October 29, 2024)
What is Heather Gottlich net worth?
Heather Gottlich has an estimated net worth of $750,000 to $999,999
What company does Heather Gottlich work for?
Heather Gottlich works for Merrill Lynch Wealth Management
What is Heather Gottlich's role at Merrill Lynch Wealth Management?
Heather Gottlich is Wealth Management Advisor, Senior Vice President
What industry does Heather Gottlich work in?
Heather Gottlich works in the Financial Services industry.
Heather Gottlich Email Addresses
Heather Gottlich Phone Numbers
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