The Fossey Wealth Management Group

Merrill Lynch Wealth Management
8300 Norman Ctr Drive
Suite 1250
Bloomington, MN 55437
(888) 494-4749
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At The Fossey Wealth Management Group, we believe every client is entitled to the highest level of service. We’ll place you at the center of the process as we design financial strategies to help you achieve the goals that matter most to you. Rick was named to Forbes "Best-in-State Wealth Advisors" lists in 2020, 2021, 2022, 2023 and 2024 Published annually Jan- April. Rankings based on data as of June 30 of prior year.
The Fossey Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Experience matters and we believe we have the kind of experience that few financial advisor teams can match. With the knowledge and insight cultivated from our decades of seasoned experience, we will help you design and implement a customized wealth management strategy. Each portfolio we create is tailored to the specific needs of each client.

Recognition
Rick Fossey
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Us
Philosophy

Our mission is to simplify our client's lives by serving as the experienced advisor for all of our clients' financial needs and concerns. Whether retirement, social security, mortgages, financing or the investment selection, we want to bring our considerable experience to bear.

*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Meet Our Team
Rick Fossey,

CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
888.494.4749
Nancy E McNamara
Registered Senior Wealth Management Client Associate
952.820.1932
Katie A. Rodgers
Registered Wealth Management Client Associate
952.820.1999
Spencer R. Fossey
Wealth Management Client Associate
952.820.1941
Nick Fossey
Financial Advisor
602.954.5824
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jennifer Shelstad
Wealth Management Banking Specialist
Joseph McCullough
Wealth Strategies Advisor
Trent Lorenzen
Wealth Management Lending Officer
NMLS #681407
Insights
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.