Heather Lynn Witten

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 09/2014 → Present
  Bank Of America, N.A.
  Columbus, OH

Other Businesses

I*1553258 Entity Type: For Profit Name of outside business organization: Lincoln Road Properties LLC Investment related: No Address of business: Columbus, OH Position, title, association: Spouse of owner Start date of relationship: 10/2023 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: , My spouse is a partner in this LLC. It owns the land that Woodland's Backyard leases. I*3552265 Entity Type: Fiduciary role Name of OBA: A. W. Address: Columbus, Ohio 43221 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/16/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Spouse

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-09-01
• S66 Uniform Combined State Law Examination
  2001-08-24

Other Names

• Heather L Nehls
• Heather Lynn Nehls