Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill lynch

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 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. 

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 and Matt -focus on stock purchase plans
Aren - focuses on participants of our 401k plans

Recognition

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.

Charles E Duddingston

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

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.

Tyler Austin

Wealth Management Banking Specialist

Merrill

Mark A Perunovich

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #484330

Brandon Janovsky

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Upcoming Events

Medal of Honor

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

    Past Events

    Outlook 2023: Back to the (new) future

    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:

    • New ways to think about bonds vs. equities as rates shift
    • What a potential recession could mean for the markets
    • Dealing with inflation, volatility and other investment risks
    • Portfolio strategies and opportunities to consider now

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

      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.

          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.