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Duddingston Sylvester Group

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Duddingston Sylvester Group

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Merrill Lynch
Wealth Management

At the Duddingston Sylvester Group, we believe every successful client relationship is built through teamwork and client involvement, delivered through our knowledgeable advisors and experienced client associates and access to the global resources of Merrill.
Duddingston Sylvester Group

Headquartered in Minneapolis, Minnesota, the Duddingston Sylvester Group has set itself apart by delivering customized advice and guidance to a limited number of clients, corporate executives and business owners.

We are a nine-member team that is responsible for management of more than $650,000,000 in assets (as of September 2020). We are unyielding in our commitment to each client's long-term goals and unique investing circumstances.  We bring a personal level of understanding and compassion in coordination with our client's wealth management needs. 

Focus On Individuals, Families, and Small Businesses

We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, we start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Philosophy

We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

Approach

Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you — your kids' names, how hard you worked to get where you are and how you define success. We'll work together with you to understand your investment personality, prioritize your goals and build a financial approach that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. When it comes to your success, there’s only one financial approach that really matters — yours.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

You can’t feel good about your finances unless you know exactly where you are, where you want to go, and how much you may need to get there. We work with you to develop a customized financial strategy, drawing on the best thinking of our firm, to help you with your financial future. We will manage all aspects of your relationship, making it clear what you’re paying for and what you’re getting. As your life and the markets change, we can meet from time-to-time to help make sure you’re on track in pursuing your goals and to adjust your strategy as needed for the journey ahead.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Charles E Duddingston

Forbes “Best-in-State Wealth Advisors”  2018 & 2019

Get To Know Us

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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.

Mark A Perunovich

Mark A Perunovich

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #484330

Joseph McCullough

Joseph McCullough

Trust Specialist

Bank of America, N.A.

Brandon Janovsky

Brandon Janovsky

ISG Portfolio Strategist

Merrill Lynch

Past Events

Washington Update 2020

October 5th, 2020|3:15 PM - 4:15 PM CST

You’re invited to our very special Twin Cities Virtual Market Webinar- The Washington Update 2020

Featuring:
Jeff Bush, Partner, The Washington Update

Hosted by:
Michael Lawrence, Market Executive, Merrill

Please contact Ann Bertram via email or phone below if you would like information to participate in this event.

    The World After COVID

    October 15th, 2020|11:00 AM - 12:15 PM CST

    You’re invited to a live seminar titled “The World After COVID: A New World Order and the Healthcare Impact.”

    Presenters include: 
    Haim Israel, Managing Director and Head of Thematic Investing, BofA Global Research
    Kevin Fischbeck, Managing Director and co-head of the Health Care Group Senior Equity Analyst, Health Care Facilities and Managed Care Research, BofA Global Research.  

    Hosted by: 
    Paul Lambert, Managing Director, MLWM Mid West Division Executive, Merrill 

    The seminar will be conducted through Veracast technology.  Veracast allows you to both see & hear the live webcast.  Health Care Group Senior Equity Analyst, Health Care Facilities and Managed Care Research, BofA Global Research. You must register for the Webinar in advance by October 8th.

    Please reach out to Ann Bertram if you are interested.

      Market Update

      October 28th, 2020|3:45 PM - 4:45 PM CST

      Twin Cities Virtual Market Seminar, “A Market Update with Derek Harris”, hosted by Michael Lawrence, Market Executive, Merrill.

      Please join us in welcoming back one of our foremost thought leaders in Global Research, Derek Harris. During this insightful presentation, Mr. Harris will share an equity portfolio strategy and markets update, provide global research macro-economic views and answer questions from the audience.

      The Webinar starts at 3:45PM CT on Wednesday, October 28th.   

      Please contact Ann Bertram if you are interested in attending the Webinar.

        Your Financial Approach

        We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
        2 Banking, mortgage and home equity products offered by Bank of America, N.A.
        3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
        4 Trust and fiduciary services are provided by Bank of America Private Bank.

        Staying on Track

        We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


        Periodic reviews to help you
        stay on track

        We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


          Monitoring changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          Wealth Management Your Way

          MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

          Your advisor is a click away within our site or mobile apps

          You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

          Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

            Let’s Have a Conversation

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

            Why Merrill?

            As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


            Merrill_Capabilities_Brochure.png  

            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.