This $700 Million Merrill Advisor Pays Close Attention To Widows And CEOs
- Posted on February 4, 2026
- By Forbes
- 2 Views
This $700 Million Merrill Advisor Pays Close Attention To Widows And CEOs
Christine Heim draws on decades of experience in accounting, currency trading and wealth management to lead her all-female team as they shepherd intergenerational family wealth.
