Please join us for our Good Morning, McLean breakfast, sponsored by Merrill Lynch. This month's presentation will be "Investing Basics", followed by a briefing on "The State of the Financial Markets" presented by Heather Evans.
About the Speaker Heather Evans, CFA, CIMA, CPWA, is a Wealth Management Advisor at the Evans-Candelori Group and Senior Vice President of Merrill Lynch Wealth Management, Bank of America Corporation. Heather has almost forty years of experience developing planning and investment solutions for clients based on their risk tolerance, time horizon, liquidity needs and overall investment goals. Heather delivers customized retirement, tax, and estate planning services for high net worth clients. Additionally, Heather is regularly interviewed on local network television and periodically in print media.
