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Drew Bekius

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Headshot of Drew Bekius Financial Advisor

Profile

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.

  • EDUCATION

    Moody Bible Institute

    Moody Graduate School

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.

Hollie Bonnes

Hollie Bonnes

Wealth Management Banking Specialist

Merrill

Joseph McCullough

Joseph McCullough

Trust Specialist

Bank of America, N.A.

Kevin L Quast

Kevin L Quast

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #533126

Upcoming Events

Taking Control of Your Retirement

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.
 
https://goto.webex.com/goto/onstage/g.php?MTID=e07bfe61482faa75dbaf82de03a74a5c1 

    For more information: 651.298.1739 or andrew.bekius@ml.com

    Financial Strategies for the New Normal

    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.

    https://goto.webex.com/goto/onstage/g.php?MTID=ea1b61e050da0d7979131c345e87115b7 

      For more information: 651.298.1739 or andrew.bekius@ml.com

      Retirement Accounts: What Are My Options?

      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. 

      https://goto.webex.com/goto/onstage/g.php?MTID=e35d1745870cc721dcea3044645d1a8fe  

        For more information: 651.298.1739 or andrew.bekius@ml.com

        Where do we begin? It starts with you.

        At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

        Understanding Your Life

        Welcome

        As a Merrill Lynch Wealth Management Financial Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. I work with individuals, families, and organizations to understand their financial situation, risk tolerance, time horizon, and liquidity needs. I help them articulate their short- and long-term goals and then recommend a financial strategy aligned with what they strive to achieve. I do so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.

        Philosophy

        We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why I believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, I can more effectively offer my experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

        Approach

        I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

        Your approach to investing

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

        Understanding your goals and priorities

        Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

        Social Impact Investing

        As part of the planning process we undertake with you, we can also discuss your sustainable and impact preferences. By looking at your financial and impact goals together, we can create an investment approach designed to help you drive positive change while pursuing competitive returns. Our Chief Investment Office has classified impact into four themes: People, Planet, Principles of Governance and Prosperity, each of which may be reflected in your portfolio.

        *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 approaches or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG approaches may rely on certain values-based criteria to eliminate exposures found in similar approaches or broad market benchmarks, which could also result in relative investment performance deviating.

        DISCLOSURE: The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.
         

        Focus On High-Net-Worth Individuals and Business Owners

        I  offer clients a breadth of potential solutions, premier service and financial tools based on their unique circumstances.

        No matter what your goals may be, I begin by helping you define and prioritize your financial goals based on the following seven areas:

        • Health: Managing healthcare expenses, now and in the future
        • Home: Upsizing, downsizing, remodeling or buying a vacation home
        • Family: Taking care of your family and other people in your life
        • Leisure: Spending your free time in meaningful ways
        • Giving: Volunteering, mentoring and giving to charities
        • Work: Working in retirement, selling or starting a business
        • Finance: Bringing it all together; defining your financial goals
        We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

        I'll also draw on my industry knowledge and experience to offer:
        „„
        • Potential risk management strategies
        • „„Trust and estate planning services
        • „„Potential wealth management solutions
        • „„Access to Bank of America for your credit and banking needs

        Your Financial Approach

        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.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        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.

        Staying on Track

        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.

        Wealth Management Your Way

        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


          Periodic 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.


          Monitoring 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.

            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 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.

            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.


            Merrill_Capabilities_Brochure.png  

            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.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            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.

            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.