Heather Gaillard
Wealth Management I Financial Planning I Former McKinsey Engagement Manager and F500 Marketing Executive
- Role
- Wealth Management Associate at Focus Partners
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Heather Gaillard
Associate wealth advisor at investment advisory and wealth management firm. Focus includes financial planning, financial analysis, tax planning, and client service. McKinsey & Company management consultant, with extensive experience in retail and consumer strategy development and analysis. Strategy and marketing leader at eBay. Online and traditional marketing executive at Target Corporation.
Experience
Wealth Management Associate
Jul 2025 — Present · Menlo Park, CA, US
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.Bordeaux Wealth Advisors merged with Focus Partners Wealth in July, 2025. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.
Education
University of Virginia
BA
Stanford University Graduate School of Business
Master of Business Administration - MBA
Skills
- Marketing
- Strategy
- E-Commerce
- Analytics
- Business Strategy
- Marketing Strategy
- Retail
- Product Marketing
- Strategic Partnerships
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.