ST PAUL, MN

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ST PAUL, MN

Merrill Lynch Wealth Management - Saint Paul, MN

The ST PAUL, MN branch welcomes the opportunity to demonstrate why we believe we can help make a difference in your life. Through impact investing, we can help you align your investments with the causes and issues most important to you, while helping you to stay on track to pursue your financial goals.

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The St. Paul, MN Office focuses on delivering strategies to high net worth individuals and businesses to help achieve their financial goals. We strive to educate the surrounding communities on the value of wealth management with a focus on personalized client service and can work with your estate and tax attorneys. Because business complexities require sophisticated financial strategies, we can offer guidance in the areas of liability management, tax minimization and liquidity strategies. Our advisors can also provide access to specialists from Bank of America who can provide assistance with succession planning and estate division, capital expansion needs, equipment and site financing.

Culture

We provide transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our Branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that is necessary to permit frank discussions on a wide range of individual, multi- generational and business needs. Let’s discuss how our branch and the wide array of services we offer may benefit you.

Community 

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 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.

 

Client Commitment

We support clients who believe in socially conscious, impact investing—people who feel strongly that their investments should be consistent with their beliefs. We take the time to meet with you, listen to your preferences and not only discuss companies and institutions which may be reflective of your beliefs, but we can also help you eliminate firms currently in your portfolio whose practices may run counter to your position on “hot-button” issues that are meaningful to you. We can help you develop an impact investing strategy that is focused on helping you pursue your financial goals.

 

Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available may be smaller.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill'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.

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.

Careers

Are you prepared to take your career to the next level? If you’re highly entrepreneurial, enjoy talking to people about goals and objectives, and appreciate an opportunity to access the global resources of Merrill to help clients achieve their goals, consider a career as a financial advisor.

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Work Culture

We recognize that it's the power of our people and our differences that make us a stronger company. We're committed to attracting and retaining top diverse talent from across the globe.

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

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 Wealth Management