Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Drew Bekius has made it his Merrill mission to help his clients expand their financial footprint for greater impact on things that matter most to them. Retirement goals to charitable contributions and everything in between. Collaborating with Merrill’s CIO, Drew and his team construct and review personal financial strategies, making regular adjustments as his clients’ lifelong goals continue to expand and evolve. This process has the ability to take into account his clients' personal social values, aligning their investments with their individual social and environmental convictions. Drew’s focus includes retirement planning, sustainable and impact investing strategies (incl. ESG), charitable giving strategies, and institutional philanthropy.
Drew comes with 20 years experience in personal coaching and nonprofit leadership, beginning with the launch of his first nonprofit initiative as a teenager. From the time he was literally 16 years old, Drew’s been sitting down over a cup of coffee to meet with clients, staff, and community members to further understand their situation, their challenges, and their goals and to then develop systematic strategies to move forward in navigating the course ahead. Drew brings mastery of his craft to Merrill as he helps his clients employ the strength of our holistic wealth management services.
Drew is the single father of two amazing teenage daughters and lives in St. Louis Park. He remains active in the Twin Cities community and is always eager to roll up his sleeves and lend a hand. As a former minister, Drew previously served as president of The Clergy Project assisting religious leaders in transition in over 35 countries around the world. He currently serves on the Board of Trustees and on the Governance Committee at the First Unitarian Society of Minneapolis. He’s a member of The Loft Literary Center, HumanistsMN, and the American Humanist Association. Drew is also a published author and a humanist celebrant. Hobbies center on carving a few minutes out of each day’s adventures for a nice long walk to clear the head and plan next steps.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
Moody Bible Institute
Moody Graduate School
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.
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
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Join me for this live Webex event!
March 11th, 2021|11:00 AM CST
In this Merrill webinar with Drew Bekius, you'll gain a better understanding of:
- Common retirement risks such as longevity, withdrawal, investment, and inflation risks — and the ways in which you can manage these risks.
- How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
- Techniques for building a portfolio aligned to your priorities — leveraging a range of solutions including a balanced portfolio of investments, fixed income, and annuities.
Join me for this live online event!
March 18th, 2021|11:00 AM CST
In this Merrill seminar with Drew Bekius, we will:
- Share a quick overview of the economy today and insights from the Chief Investment Office.
- Take a look back on some approaches to managing through historical market downturns.
- Offer you some practical ideas that you may want to consider to help you stick to a disciplined investment strategy.
Join me at this live online event!
March 25th, 2021|11:00 AM CST
In this Merrill seminar with Drew Bekius, we'll discuss:
- The importance of defining your vision for a fulfilling life in retirement.
- Educating you on the choices you have for your retirement accounts.
- Maintaining a longer-term perspective about your retirement accounts.
- The potential benefits of working with a financial advisor to help in pursuing your goals.
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.
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.
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.
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Your advisor is a click away within our site or mobile apps
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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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
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.