Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Duddingston Sylvester Group

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Merrill Lynch
Wealth Management



The Duddingston Sylvester Group believes every successful client relationship is built through teamwork and client involvement, delivered through our knowledgeable advisors and experienced client associates. We aim to bring simplicity and transparency to the complexities of finance by making the intimidating task of planning an exciting journey.

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Duddingston Sylvester Group

Based in the Twin Cities, 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 thirteen-member team that is responsible for the oversight of more than $1billion in assets (as of January 2024). 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. 

Our viewpoint is:

At the Duddingston Sylvester Group, every member of our team is dedicated to helping people pursue their financial goals. We realize that life is always changing and growing more complex. Your needs and priorities specific to your family, work, health, and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, strategies that are specific to your unique situation can be helpful. Even if you are accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has knowledge and resources to make more informed decisions, no matter where in life you are.

We are here for you:

Todd and Joe - focus on working with concentrated equity compensation plans for corporate executives.
Richie, Aren and Matt -focus on stock purchase plans
Aren and Matt - focuses on participants of our 401k plans

Our team is excited to be the recipients of The Top 100 Client Associate Responsible Service & Growth Award in 2021, 2022 and 2023: 
Ann Bertram
Shannon Bugnon
Jackson Rynda
Kory Steil
Michelle Tverberg


*The Top 100 Client Associates (CAs) Merrill internal Responsible Service & Growth Award is an annual program ranking FINRA-registered CA’s for overall client satisfaction, breadth of relationships, online delivery services and good standing with the Firm.

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

Learn about our practice and the resources we offer to support you on your financial journey.

Ideas and Insights to guide you on your financial journey

Merrill Personal Wealth Analysis® can help us build and document your personalized plan, centered on your goals and focused on what you want to achieve.

Meet Our Group

Supported by the global resources of Merrill, our group 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.

Lloyd L Silk

Employee Benefits Specialist

Bank of America, N.A.

Mark A Perunovich

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #484330

Past Events

Cybersecurity Webcast

June 13th, 2024|3:00 PM EDT

The summertime can present cyber criminals with opportunities to take advantage of college students back at home who may be taking on financial responsibilities for the first time and travelers who may be distracted while away from home. To help our clients protect their family and assets. Merrill is pleased to continue our cybersecurity webcast series with "Protecting yourself from cybercrime at home and on the go".

This series with feature Ben Tweel, a senior cybercrime specialist with Bank of America’s GIS team. Ben will explain why you might be at risk, what to be aware of and share some best practices to protect you, your family and assets.

Please let Ann Bertram know if you are interested.

    Power of Planning

    June 10th, 2024|9:30 AM - 12:30 PM CDT

    Pat Miles and Cathy Wurzer are presenting the Power of Planning. They discuss the importance of having a financial plan when unexpected life changes come along.

    The event includes brunch and is at the Hotel Landing.

    Please reach out to Ann Bertram if you are interested in attending. 

      Staying on Track

      We understand that both your life and the financial markets can change over time. By 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.



      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.



        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.

        #DigitalMerrill

        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.


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          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.

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          Transcript of Video 

          No question too big or moment too small
          For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


          The Power of the Right Advisor®
          Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

          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.