Justin R. Heller

About Justin R. Heller

Justin R. Heller is the Founder and President of Heller Private Wealth. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, Justin is passionate about providing financial advice that makes a difference in his clients’ lives. Justin has had the privilege of working with an exclusive group of clients, comprised of high-net-worth individuals and families, business owners, corporate executives as well as professional athletes and coaches. Justin also works with businesses and nonprofit foundations.Prior to founding Heller Private Wealth, Justin was a Vice President at Merrill Lynch Wealth Management. During his time at Merrill, Justin earned Executive\'s Club honors and served as a coach for the Greater Fort Lauderdale Market’s Financial Advisor Development Program.Justin attended the University of Miami where he earned his B.B.A. in Finance, while also playing on the Men’s Basketball Team from 20••••14. He was a part of the nationally recognized 2013 Men’s Basketball Team, which won the ACC Regular Season and Tournament Championships, made it to the NCAA Sweet Sixteen, and climbed the ranks to #2 in the country. As a reward for his hard work and dedication, Justin was awarded a full athletic scholarship during his senior season. In 2015, Justin returned to the University of Miami, where he earned his Master’s in Business Administration, M.B.A.

Experience

1. Founder & President

   Heller Private Wealth

   Mar 2023 — Present · Fort Lauderdale, FL, US

Education

• University of Miami

  Bachelor's Degree

  2010 — 2014

• University of Miami

  Masters of Business Administration

  2015 — 2015

Skills

• Insurance
• Marketing Strategy
• Time Management
• Public Relations
• Powerpoint
• Microsoft Excel
• Spanish
• Event Management
• Public Speaking
• Microsoft Office
• Sales
• Client Presentation
• Event Planning
• Team Leadership