Verified recordFinancial Services

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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Email

1 credit

m•••••••@ml.com

Phone

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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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