Heidi Benavidez : Fall 2025 Presenter
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Heidi Benavidez, CFA has been a wealth management professional for over 20 years. She spent time at BNY Mellon Wealth Management as a Sr. Wealth Manager, before co-founding a multi-family office and advisory business, Pacific Edge Advisors. Pacific Edge Advisors has since merged with Beacon Pointe Advisors. Heidi has spent her career dedicated to building close relationships with clients and being a loyal and trusted advisor.