Heidi Benavidez is a Chartered Financial Analyst (“CFA”) with over 18 years of experience in the financial services industry. She was most recently a Senior Wealth Manager at BNY Mellon, where she spent 10 years in positions of increasing responsibility. In addition to managing the investment holdings of her predominantly business owner clientele, she prepares comprehensive financial plans including cash flow, leverage and tax analysis. She also assists clients with developing wealth transfer and charitable giving plans. Heidi serves on the Investment Committee of Girls Scouts of Orange County.