Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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 twelve-member team that is responsible for the oversight of more than $900M in assets (as of June 2022). 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.
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.
Todd and Joe - focus on working with concentrated equity compensation plans for corporate executives.
Richie and Matt -focus on stock purchase plans
Aren - focuses on participants of our 401k plans
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
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.
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.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484330
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
February 9th, 2023|4:30 PM - 7:00 PM CST
Please join Merrill for a very special opportunity with the Medal of Honor recipients, our
Nation’s highest military service award. Bank of America Corporation has been a strong
supporter of the military and veterans for nearly 100 years. Our honorees will share a
personal story of service and sacrifice while protecting American freedom.
The Medal of Honor is awarded for valor in combat. Given sparingly, it is only bestowed
upon the bravest of the brave, and that courage must be well documented. The medal
was first authorized in 1861 for sailors and Marines, and the following year for soldiers
as well. Since then, more than 3,400 Medals of Honor have been awarded to members of
Department of Defense services and the Coast Guard.
Moderated by Robert Jerome
Medal of Honor Recipients are:
Master Chief Britt Slabinski and Lieutenant Colonel William Swenson
Please reach out to Ann Bertram for more information.
For more information: 612.349.7815 or ann.bertram@ml.com
December 15th, 2022|2:00 PM EST
Chris Hyzy and a panel of experts will explore whether the coming year might bring a return to a more promising market environment as global economies reset. They’ll also cover potential ways to navigate today’s new market landscape, including:
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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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