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Christine A. Healy

Christine A. Healy39

Senior financial adviser and vice president, Merrill Lynch

Fast Facts

  • Passes on coffee and drinks eight glasses of water per day.
  • Growing up wanted to become a lawyer.
  • Guilty pleasures are Founder's Favorite ice cream and ColdStone Creamery.

Christine Healy didn't go through the usual channels to become a financial planner, which is something she sees as an advantage.

The senior financial adviser at Merrill Lynch has been working with individual investors since 2011, but before that she spent seven years cutting her teeth on the institutional side of the wirehouse.

"Because I came from the institutional side, I can speak to a lot of different kinds of products, and I feel like I have more of an in-depth background," she said.

Ms. Healy specializes in working with recently divorced women.

She is both a Certified Divorce Financial Analyst and an Accredited Divorce Financial Analyst. She is a team leader for the Second Saturday divorce workshops, which is part of WIFE.org. She also volunteers to help educate women on financial matters at Jersey Battered Women's Service. She is also a member of Merrill's diversity council, and is in the process of setting up her own nonprofit organization dedicated to improving financial literacy in children.

At a time of nearly daily reports of wirehouse reps leaving to become independent, Ms. Healy said she's staying put.

"A lot of advisers leave the wirehouse because it becomes cumbersome to deal with the compliance, and I would agree with that, but there's no match for the resources we have here," she said.

– Jeff Benjamin


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