Default Image

MISSOULA, MT

Merrill Lynch Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

Learn more about an advisor's background onFINRA's BrokerCheck
The Missoula Branch, as part of the four Merrill Lynch offices serving our Montana clients, focuses on delivering wealth management advice to high net worth individuals and businesses while delivering stellar service. It is our goal to differentiate Merrill Lynch from other financial services companies and to educate the Missoula community on the value of disciplined saving and planning with a focus on personalized client service. The key to the firm's sustained growth is its emphasis on integrated teamwork. Our team of financial advisors within Merrill Lynch brings a deeper and broader level of proficiency and knowledge to clients, beyond just stocks and bonds, in addition to providing an elevated and more specialized level of service. Merrill Lynch is witnessing an evolution in client sophistication and needs. The collective ability of the Financial Advisors in our region to go beyond financial strategies to be an essential resource to our clients is demonstrated by our high levels of client satisfaction and retention. It is imperative that we continue to look beyond the single dimension of investments and find powerful, innovative strategies to help meet client needs with a high probability of success.

Culture

Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill Lynch location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill Lynch’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

The KLO Group

Wealth Management Group

Joe Hertig

Vice President

Wealth Management Advisor

CRPC

Scott A Seifert

Senior Vice President

Wealth Management Advisor

CFP

Kimberly R. Roth

Senior Vice President

Resident Dir, Sr Consultant

CRPC

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Financial Advisor, you should consider the opportunity to become one yourself.

Careers Banner

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.

Access to Resources

Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.

Grow & Learn

Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch