heather downs

heather downs

wealth management advisor

About

Senior Financial Advisor at Merrill Lynch Wealth Management at Merrill Lynch Wealth Management, Bank of America Corporation

Country

united states

City

carmel valley village

Industry

financial services

Skill

-

Experience

wealth management advisor

morgan stanley

senior vice president, financial advisor

morgan stanley

2007-4 - 2007-7 · 4 mos
dean witter reynolds inc.

senior vice president, financial advisor

dean witter reynolds inc.

1983-7 - 2007-4 · 23 yrs 10 mos
merrill lynch

senior financial advisor, senior vice president, wealth management

merrill lynch

2007-7 - Present · 19 yrs 3 mos

Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.

Education

gavilan college

gavilan college

1981-1 - 1983-1 · 2 yrs 1 mo

heather downs's Contact Information

Email

******@***.com

Phone

(**) *** ****

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