Meet the Partners, Wealth Advisors, & Investment Associates

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Heidi Wilson, WMCP® CDFA®

Wealth Advisor

Heidi brings to the firm 16 years of financial advisory experience. She got her start at Merrill Lynch in September of 2008 in Southern California. While at Bank of America, she was promoted from Merrill Edge to US Trust.

In 2014, Heidi and her husband Stan moved their family to New Mexico – her childhood home, and the state for which her family traces back over 300 years. From New Mexico, Heidi has served as Private Client Advisor for TIAA, Bank of the West, as well as, for the last three years, JP Morgan. Her expertise ranges from financial planning to private banking and credit.

Heidi holds a Bachelor’s degree from the University of Texas and the designations of Wealth Management Certified Professional® and Certified Divorce Financial Analyst®. She enjoys traveling, cooking, yoga, horses, and all things woodworking/DIY, but most importantly hanging out with her three children Cruz, 10, Eva,10, Olivia, 7, and their dog Raven.