Branch Office Profile
The Merrill Lynch Burlington Office consists of 40+ experienced Financial Advisors who are dedicated to helping high-net-worth individuals—and their families and businesses— achieve their financial goals and receive superior customer service.
We welcome the opportunity to demonstrate how we can make a significant difference in your life through strategies such as wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors.
To help you pursue your objectives, we employ Merrill Lynch’s time-tested wealth management process, which begins by taking the time to fully understand your current financial situation so we can offer knowledge-based, individualized strategies.
Our Financial Advisors understand the demands and responsibilities that accompany significant wealth. As one of the largest offices in the region, we will use our experience to help you manage risk and address your short- and long-term financial goals.
Our most deeply held commitment and tradition is that clients’ interests come first. We are prepared to move quickly as your goals change, family or business situations occur and new financial commitments arise.
We will maintain contact with you to help anticipate your needs and adjust your strategies. Earning your trust is our goal, and we encourage you to contact us at any time.
We support our communities as volunteers and sponsors of local charities, including the arts, children’s programs, and health-oriented activities.
As a Financial Advisor for over 20 years, Heather Walsh became Resident Director of the Burlington Office in January 2010. Her credentials include both the CIMA® (Certified Investment Management Analyst) and the CRPC® (Chartered Retirement Planning Counselor) designations. She has written many articles for Boston publications and has conducted numerous seminars and media interviews. Heather was nominated as one of the Top 10 Financial Advisors by Boston Women’s Business Journal in 2009.
Heather is a graduate of University of Kentucky, with a B.S. in Finance and Management. She and her children, Ashley and Courtney, live in Belmont, MA.