Profile – Heather Walsh, CRPC™
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 […]
She Holds the Future
Why Women Must Get Ready for the Great Wealth Transfer By Melinda Adams, Financial Advisor, CEPA® This month, as I blow out another birthday candle, I find myself thinking less about age—and more about legacy. Not just mine, but ours. Because right now, something big is happening in the world of money. […]