Growing up with a father in the military, Heather Weber lived in many different cities in the U.S., Europe, and Central America before settling down in Tampa. Her grandfather, who was a friend of Walt Disney and created the first plastic Cinderella doll, sparked her interest in business by talking to her about Disney stock when she was young. At the age of 12, she taught herself Spanish. At 16, she trained and competed in karate matches with U.S. Special Operations soldiers. It is that same dedication and drive that has helped her excel in wealth management. “Every day I try to add value and help people,” Weber said “I have witnessed first hand the benefit that financial planning can have in a family’s life. It can bring families closer together and help them live more secure lives.”
Recently named to Barron’s Top Financial Advisors List, Weber’s hard work, integrity, and determination to give 110 percent to all her clients has allowed her to rise to the top in an industry dominated by men. Outside of work she is active in the Tampa community as a sustaining member of the Junior League of Tampa and a member of the Military Affairs Committee of the Tampa Chamber of Commerce.
Heather Weber Q&A
What is your proudest accomplishment?
Being named to Barron’s Top Financial Advisors List for 2016. They look at the strength of your practice, how long you have been practicing, how many clients you have, and if you have any additional designations. It is truly an honor.
Who do you admire most in Tampa?
Kevin Harrington who is the inventor of the infomercial and one of the original sharks on Shark Tank. He has helped turn the dreams of many individuals into reality. He is a good friend and very inspirational.
What is the motto you live by?
Always deliver more than asked.
How have you succeeded in a field normally thought to be led by men?
When I started 20 years ago, there were not many females in financial services and there are still less than 10%. But Merrill Lynch is very supportive of women in this business and I think it comes down to core practices. I always work hard, with integrity, and give 110% above and beyond. The first day I received my license, I made 300 cold calls but since then my business has been built by referrals.
You are very active in the Tampa community. What charities are you most involved with?
I am a sustaining member of the Junior League of Tampa. We are dedicated to developing the potential of women and improving the lives of Tampa’s families and children.
I am also very active with the Military Affairs Committee of the Tampa Chamber of Commerce. Our mission is to continually improve the relationship between military and civilian communities. It is a fantastic organization.
Do you have advice that you give to younger people?
Set your goals higher and work harder than you thought possible; but never forget the importance of preparation and planning – without both, energy is aimless and aspirations are dreams, not goals.
Outside of charity work, what inspires you?
I try to strike a balance between living an athletic, outdoor lifestyle, being challenged by my hobbies of boating, fishing, and bike riding, and helping my clients achieve financial security.
