Advisor at Merrill
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Julie Heckmann is Senior Resident Director at Merrill, where she leverages nearly three decades of experience in wealth management. Her practice centers on retirement planning, portfolio management, and tax minimization, with a focus on developing sustainable retirement income strategies and aligning clients’ financial plans with their life objectives.
She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor® (CRPC), Personal Investment Advisor (PIA), and Retirement Income Certified Professional® (RICP). Julie earned her bachelor's degree from Grove City College. Her expertise supports a collaborative approach that integrates legal and accounting perspectives to deliver comprehensive wealth management.
Outside of work, Julie and her husband are amateur food enthusiasts who enjoy cooking together. They spend time bicycling, traveling with their daughter, volunteering at the Westmoreland County Food Bank, and caring for their two rescue dogs. She is involved with several professional and community organizations, reflecting a commitment to charitable causes and local engagement.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch
1998 - Present (28 years)
ChFC®, Series 63, Series 66
Greensburg, PA
Edward Jones
CFP®, Series 66
Greensburg, PA
Edward Jones
Series 66
Irwin, PA
Edward Jones
Series 63, Series 66
Monroeville, PA
Edward Jones
Series 63, Series 65
Pittsburgh, PA
Edward Jones
Series 66
Greensburg, PA
Merrill
Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.
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