Heather Caruso

Client Relations Manager

Heather has been the backbone of Scholar Wealth Management since its founding in 2010.  As one of the youngest call center managers at Merrill Lynch, it was our good fortune to bring in Heather to run all aspects of client and office management. With over 25 years in the Financial Service industry Heather has been instrumental in assisting clients with their day to day needs as well as specialized aspects such as required minimum distributions, cost basis calculations and estate settlements. Her attention to detail and client conscious approach has earned Heather the trust of our clients. 

Heather and her husband Steve live in Hamilton NJ along with their two children.