Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Ocean City, NJ
Merrill
Institution
Andrew Heckenberger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing wealth management strategies tailored to meet the unique needs of his clients. His client focus areas include corporate executive services, divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income.
Mr. Heckenberger holds a Bachelor's Degree from The Catholic University of America and has earned the Personal Investment Advisor (PIA) designation. Based in Philadelphia, PA, he supports wealthy families in the Philadelphia region as well as notable local not-for-profit organizations, offering a hands-on approach to managing both investments and expectations. He also provides cash management services to local companies. Born and raised in Allentown, PA, Mr. Heckenberger enjoys spending time with his family and pursuing personal interests such as baseball, basketball, cooking, football, golfing, music, surfing, and tennis.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Ocean City, NJ
Ocean City NJ
Advisors at this office
1
New Jersey · Pennsylvania · Texas
34 years of industry experience
Bank of America, NA
2009 - Present • 17 years
King of Prussia, PA
Merrill
1996 - Present • 30 years
King of Prussia, PA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Verified by Warmer
Book time directly with this advisor
Series 63, Series 66, Series 7
Linwood, NJ
Anchor Financial
Mary Gilbert is a Wealth Manager with Anchor Financial/ Raymond James Financial Services Advisors, Inc. in Linwood, NJ, holding a Series 7, Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at UBS Financial Services for 10 years, Merrill Lynch for 17 years and is a partner in Beacon Holdings LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and access to various managed account options and institutional resources.
CFP®, Series 63, Series 65
Margate City, NJ
Concierge Financial Planning, LLC
Ann Minnium is a CFP® professional with 17 years of experience, currently operating as the sole advisor at Concierge Financial Planning, LLC since 2009. Her background includes long-term involvement with the Athena Investment Club and Wardlaw-Hartridge School. Concierge Financial Planning, LLC offers fee-only financial planning and advisory services primarily for individuals, families, trusts, small businesses, and charitable organizations, with a focus on clients aged 50 and older or those nearing retirement. The firm provides written analyses and specific investment recommendations without managing client accounts, employing a mix of fundamental, technical, and cyclical analysis and favoring low-cost, tax-efficient mutual funds and ETFs.
Series 65
Linwood, NJ
Vici Advisors LLC
James Hammerstedt Jr. is a financial advisor at Vici Advisors LLC with a Series 65 designation and one year of industry experience. He has held roles in various business ventures, including GaudHammer Gaming Group, Inc, Archerview, LLC, and Fabietti, Hale, Hammerstedt, & Powers, P.A. since 2021. Vici Advisors LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans by providing financial planning and a selection-of-other-advisers model rather than direct portfolio management. The firm refers clients to third-party advisers for investment implementation and offers standalone financial planning without ongoing reporting by default.
Series 63, Series 65
Northfield, NJ
AMD Wealth Management LLC
Andrew Donoghue is the founder of AMD Wealth Management LLC in Northfield, NJ. He holds the Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at JPMorgan Chase and Hornor, Townsend & Kent, LLC. He also serves as a non-selling registered assistant at Cambridge Financial Group, assisting with insurance and investment business. AMD Wealth Management LLC is an independent, fee-only advisory firm serving individual and high-net-worth clients. The firm offers comprehensive financial planning and portfolio management services, utilizing both passive and active investment strategies with a focus on tax efficiency and modern portfolio theory.
CFP®, Series 63, Series 65
Somers Point, NJ
RockCrest Financial LLC
Steven Boorstein is a CFP® professional with 27 years of experience in the financial industry. He has been with RockCrest Financial LLC since 2016 and is also a principal of Nomad Rx LLC, a company involved in real estate management and publishing. His background includes healthcare services at Kennedy Memorial Hospital/Jefferson Health and independent insurance work. RockCrest Financial LLC is a fiduciary-registered advisory firm serving individual clients, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive flat-fee financial planning that integrates investment management.
CFP®, Series 63
Ocean City, NJ
Focus Wealth Advisors LLC
Richard Bertsch is a CFP® and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. The firm offers financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. Their investment approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading.
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