Susan Heuer
Managing Director, Cfp, Cima, Crpc, Cpwa, Premier Retirement Benefits Advisor, C(K)p at Merrill Lynch
Based in Houston, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Houston
Industry
Financial Services
Company size
35K
Contact information
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Background
About Susan Heuer
I have been with Merrill Lynch since 1986 and prior to that with a bank. Married to Paul, an attorney we have lived in Houston since 1973 when we moved from Iowa. Our team at Merrill Lynch - The H Wealth Group is structured and staffed to manage our client resources and serve them in all areas of financial management. We also have a dedicated group within the team that works with company retirement plans and eso’s. We look to simplify complexity, clarify uncertainty, and deliver tangible value to clients and their family members. Our mission is to be sure that people are ready for retirement and can enjoy it to the utmost because they have enough assets to do what they want to do. And we do this through consistent processes, clear communication, and unwavering service.
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