Adjustable base in Worcester, Massachusetts

Merrill Lynch Financial Advisor Heather Catherine Freeman, located at 100 Front Street, Worcester, Massachusetts, United States, offers personalized financial services to high-net worth clients. With over 17 years of experience in financial services, Heather holds multiple certifications including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Retirement Planning Counselor™. Heather is deeply involved in her local community, volunteering with organizations such as the United Way and the Girl Scouts. Her team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, using the Merrill Personal Wealth Analysis™ to create customized financial plans centered on individual goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Heather works with clients to develop strategies to manage, grow, and preserve wealth for the long term. By regularly reviewing and adjusting financial approaches, Heather helps clients stay on track to achieve their goals. With a focus on understanding each client personally, Heather designs and implements personalized plans to help manage investment risk and turn financial goals into reality. Whether planning for retirement, education, or wealth transfer, Heather and her team are committed to helping clients navigate the complexities of their financial lives and achieve their aspirations.