Simon Heaster
Advisor at Merrill
Updated today
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.
About
Simon Heaster is a Financial Advisor with Merrill Lynch Wealth Management, based in the Daytona Beach branch after beginning his career in Orlando in 2022. He applies a comprehensive approach to wealth preservation and growth, focusing on understanding and responding to his clients' individual needs and objectives. Simon provides portfolio advisory services, recommending strategies, funds, or portfolios from Merrill or approved third-party investment managers. He leverages Merrill's investment insights and the banking convenience of Bank of America to address various aspects of clients' financial lives, building customized, goal-based plans to help clients manage their wealth effectively.
Simon holds a Bachelor's degree in Finance and Real Estate and a Master of Science in Finance, both from the Miami Herbert Business School at the University of Miami. He has a background in data analytics, financial analysis, and portfolio management. His professional designations include Accredited Asset Management Specialist (AAMS), Accredited Portfolio Management Advisor (APMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).
Residing in Ormond Beach, Florida, Simon is involved with local charities and organizations within Volusia County and Ormond Beach. He serves as treasurer for the Volusia Young Professionals Group and is a board member of the City of Ormond Beach's Aviation Advisory Board. Outside of his professional work, Simon enjoys CrossFit, golf, fishing, flying as an FAA Certified Commercial Multi-Engine Pilot with over 700 hours of flight time, and traveling with family and friends to the Florida Keys.
Expertise
Wealth management
Passive / index investing
Active portfolio management
General retirement planning
General tax planning
Work history
Bank of America, N.A.
2022 - Present (4 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2022 - Present (4 years)
University of Miami
2021 - 2022 (1 year)
University of Miami
2017 - 2021 (4 years)
Unemployed
2012 - 2017 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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Michael M
Series 63, Series 66
Daytona Beach Shores, FL
Edward Jones
Andrew F
Series 66
Port Orange, FL
Edward Jones
Cheri L
Series 66
Port Orange, FL
Edward Jones
Timothy K
Series 66
Daytona Beach, FL
Edward Jones
Scott A
Series 63, Series 65
Port Orange, FL
Edward Jones
Bella K
Series 63, Series 65
Daytona Beach, FL
Merrill
Bella Khamitsaeva is a Financial Solutions Advisor at Merrill, specializing in providing personalized financial strategies to clients. She focuses on understanding clients' priorities and goals to develop tailored approaches for short-, mid-, and long-term financial planning. Bella serves as a resource for a range of financial needs, including investing, retirement planning, and emergency savings. Additionally, she connects clients with Bank of America specialists to access services such as banking, credit, home financing, and small business solutions. Bella is affiliated with Merrill Lynch Wealth Management and holds a Bachelor's Degree from Daytona State College. Her approach centers on uncovering what matters most to clients and their families to help create effective strategies for pursuing their financial objectives.
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