Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Wayne Helm, CFA, CFP® joined Merrill Lynch Wealth Management as a Financial Advisor in 1996. He is one of less than one percent of Merrill advisors worldwide who hold both the CFA® Charter awarded by the CFA Institute and the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.
He is passionate about helping clients pursue their wealth management goals, whether these are professional, personal or a combination of both. His years of experience at Merrill enable him to tap the investment insights of Merrill and banking capabilities of Bank of America including over 600 security analysts and market strategists, as well as specialists in retirement planning, banking and leading, wealth transfer, insurance, estate, and trust services. His goal is to leverage the resources of the Firm to find and implement strategies that meet your overall financial objectives.
Wayne has appeared on the nationally syndicated television program, "On the Money," responding to viewers' questions regarding securities, wealth management strategies, and investment-related tax issues. He has also been a guest speaker for the Star Tribune Personal Investment Strategies Conference, the University of Minnesota’s Carlson School of Management, and the graduate program in Public Finance at Hamline University.
Wayne earned a bachelor's degree in mathematics from Old Dominion University, an M.B.A. in finance with honors as a Carlson Scholar from the University of Minnesota, and the Chartered Retirement Planning Counselor SM designation from the College for Financial Planning. His professional society memberships include the CFA Institute and the CFA Society of Minnesota.|Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirements.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Old Dominion University
University of Minnesota
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.