Heather Djan
Advisor at Merrill
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.
Advisor at Merrill
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.
Heather Djan is a Financial Advisor with Merrill Lynch Wealth Management. She provides guidance tailored to clients' unique ambitions, focusing on areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income.
Heather began her financial services career with UBS in New York City in 2007. In 2010, she joined Merrill Lynch Wealth Management in Northshore, Long Island, and transferred to Las Vegas in 2014. She holds a Bachelor's Degree from SUNY Old Westbury and has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).
Originally from New York, Heather has lived in Las Vegas for the past nine years. She spends much of her time with her family, exploring local dining, entertainment, hiking trails, and supporting new businesses. Her personal interests include antiquing, dancing, drawing/sketching, interior decorating, music, photography, sewing, traveling, and woodworking.
Bank Of America, N.a.
2010 - Present (16 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2010 - Present (16 years)
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