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Andrew H

Series 63, Series 65

Ocean City, NJ

Merrill

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.

Wealth management Retirement income strategy Divorce financial planning Charitable giving & philanthropy Liquidity event planning
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