Matthew Heil
Wealth Management Advisor at Merrill Lynch
Based in Napa, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Napa
Industry
Financial Services
Company size
35K
Contact information
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m•••••••@ml.com
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Background
About Matthew Heil
I help people deploy their wealth more thoughtfully, pursuing positive outcomes for themselves, their loved ones, and the causes they value. I'm a Wealth Management Advisor with the Mazzucco Group at Merrill. I help individuals, families, and institutions advance ambitious goals, providing in-depth strategy and advice to support their priorities. People are extremely important to me. I feel that clients can sense my commitment to their well-being, and the loyalty and caring I bring to each relationship. Numbers have always fascinated me. But what matters more to me is the context of those numbers. Wealth does not exist in a vacuum. It touches every point in people's lives, from concerns and intentions to aspirations and dreams. I am good at bridging the quantitative and qualitative, offering a strong analytical framework and an intuitive sense for people and their priorities. Throughout my life, I've been a community builder. I love connecting people and helping them enjoy shared interests and passions. Old friends, new friends-I am energized by good relationships and gratified to bring people together. That same spirit infuses my work. I really value the opportunity to help people, both professionally and personally. I draw on an extensive network of relationships to support client needs- I build community, forging strong bonds and facilitating new friendships- I bring discretion and integrity to each relationship, appreciating the preciousness of client trust- I help people take control of their wealth so that they can live their best life. I love spending time with my four children. In my free time, I make wine, play tennis, follow the LA Dodgers religiously, and snowboard whenever I can. Link with me or reach me directly at matthew.heil@ml.com.
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