Eric W Inn is a financial advisor with Heller Private Wealth, holding a Series 66 designation and five years of industry experience. Before joining Heller Private Wealth in 2023, he held positions at Bank of America, Merrill, and Morgan Stanley. He also played college basketball at the University of Miami. Heller Private Wealth LLC provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, using a variety of instruments and maintaining a high assets-per-client profile.

Justin Heller is a financial advisor at Heller Private Wealth with 9 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Heller Private Wealth, he worked at Bank of America and Merrill for seven years. Outside of his advisory work, he is involved in a family venture owning race horses through Blu Boy Racing Stables LLC. Heller Private Wealth provides discretionary portfolio management and financial advice to a small client base of individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored asset allocation and continuous portfolio supervision, employing a variety of investment strategies to meet client objectives.