Heather Walsh, CRPC™
Leading with Purpose in Merrill Wealth Management
As the Market Executive for Merrill Lynch Wealth Management in the Lone Star Market, Heather Walsh oversees a dynamic network of financial advisory teams across four key Merrill offices: San Antonio, La Cantera, Corpus Christi, and McAllen. With a career spanning over three decades in financial services, Heather brings a powerful blend of strategic leadership, deep client insight, and a relentless drive to elevate advisor performance.
Heather began her journey in the industry in 1991 and joined Merrill in 1997, where she served clients as a Financial Advisor for over 20 years. Today, she leads with a clear mission: to help wealth management teams deliver exceptional client service and deepen client relationships. Her coaching style is direct yet fun, empowering advisors to expand their impact.
Her market serves a diverse clientele of affluent families, corporate executives, and successful business owners—both domestic and international. Under Heather’s leadership, the teams focus on comprehensive financial services including goals-based planning, retirement and income strategies, legacy and education planning, portfolio development, and business banking solutions.
Heather holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and has contributed thought leadership through articles, seminars, and media interviews. Her reputation for cultivating a high-performance culture is matched by her passion for recruiting top-tier talent.
Outside of her professional life, Heather is a proud mom to two daughters, Ashley (27) and Courtney (25), who continue to inspire her with their own journeys. She thrives in the outdoors, whether it’s golfing, skiing, or soaking up the sun on a beach. A passionate traveler and self-proclaimed foodie, Heather loves discovering new restaurants and revisiting her favorite culinary hot spots. Her zest for life, gratitude for her team, and commitment to excellence make her a standout leader in both business and community.
Merrill Lynch Lone Star
Bank of America
1803 Broadway, Suite 700
San Antonio, TX 78215
(210) 805-2837
