Susan Heuer
Managing Director, CFP®, CIMA®, CRPC®, CPWA®, Premier Retirement Benefits Advisor, C(k)P at Merrill Lynch
- Role
- Managing Director, Cfp, Cima, Crpc, Cpwa, Premier Retirement Benefits Advisor, C(K)p at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Susan Heuer
I have been with Merrill Lynch since 1986 and prior to that with a bank. Married to Paul, an attorney we have lived in Houston since 1973 when we moved from Iowa. Our team at Merrill Lynch - The H Wealth Group is structured and staffed to manage our client resources and serve them in all areas of financial management. We also have a dedicated group within the team that works with company retirement plans and eso’s. We look to simplify complexity, clarify uncertainty, and deliver tangible value to clients and their family members. Our mission is to be sure that people are ready for retirement and can enjoy it to the utmost because they have enough assets to do what they want to do. And we do this through consistent processes, clear communication, and unwavering service.
Experience
Managing Director, Cfp, Cima, Crpc, Cpwa, Premier Retirement Benefits Advisor, C(K)p
Oct 1986 — Present · Houston, TX, US
Currently I was named:Forbes top 250 wealth advisors - 20••••20, Best in State Forbes - 20••••20 and Forbes top women in 2022Barron\'s top 100 women -20••••19, Barron\'s top 1200 financial advisors - 20••••22Financial Times top 400 Financial Advisor\'s list - 2015, 1016, 20••••20.We have a team of 7 that help companies manage their defined contribution plans as well as helping individuals with their financial strategies.
Education
University of Wisconsin-Madison
Mba Finance
1970 — 1971
UCLA Anderson School of Management
C(k)P, 401 and retirement planning strategies, 98
2015 — 2015
The Wharton School
CIMA, finance
2005
University of Wisconsin-Madison
BS, anthropology/biology
1967 — 1970
The University of Chicago Booth School of Business
In association with imca - certified private wealth advisor
2016
University of Wisconsin-Madison
Bachelor of Science - BS
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