Investments
Global Wealth Management
580 BANK LANE LAKE FOREST, IL 60045
Phone: (847) 810-3727 Email:
Directions to Branch
PROFESSIONAL PROFILE
John Heinze is a First Vice President-Investments and Senior Financial Advisor in the Lake Forest,IL office of Merrill Lynch. He has been in financial services since 1976, joining ML in 1977.John, a Certified Financial Manager, assists clients to develop long-term financial solutions and strategies in managing both personal and business finances.Julie Montelione is a Registered Senior Client Associate handling administrative matters and client relations.
John Heinze is registered to do business in: AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WI