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Yancy A Lind

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Profile

Prior to joining Merrill Lynch Wealth Management in September 2004, I spent 19 years in the technology industry where I helped start companies and held various executive positions. I was fortunate to have been part of an executive team that took one company public and to see another company purchased by a larger competitor.

These experiences taught me the joys and difficulties of starting and running a business. They also showed me the challenge of managing and preserving money once you have it. Wealth and investment management are full-time jobs. People with wealth often do not have the time, desire, or expertise to properly manage it on their own.  I do my best to provide a full suite of planning, investing, banking, and lending services to my clients.  I have a particular interest in Impact Investing, or seeking positive social and environmental effects while targeting competitive financial returns.

I graduated from the University of California, Berkeley, with an undergraduate degree in philosophy and went on to get a masters degree in computer science with honors from California State University, Chico. I have been married to my wife Karen since 1986. Together we have 3 adult children. 

Outside of work, I am a member of Central Oregon Flyfishers and the Association of Northwest Steelheaders, I sit on the Oregon Department of Fish & Wildlife’s Restoration & Enhancement Board, and I am the 2019 Award of Merit recipient from the Oregon Chapter of the American Fisheries Society.

*Banking and Lending Services are through Bank of America, N.A.

*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.

  • LANGUAGES

    English

  • EDUCATION

    Cal State Chico

    University of California, Berkeley

Professional Staff

Supported by the global resources of Merrill, my 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.

Jacob R. Olsen

Jacob R. Olsen

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #432347

Upcoming Events

Q4 Market Outlook Webinar

October 8th, 2020|12:00 PM - 1:00 PM PST

Online webinar discussing our economic and investing outlook.

    For more information: 541.312.6821 or yancy_lind@ml.com

    Past Events

    Impact Investing Webinar

    February 14th, 2020|12:00 PM - 1:00 PM PST

    Introduction to Impact Investing: the process of seeking positive social and environmental effects while targeting competitive financial returns.

      ARK Big Ideas 2020

      June 18th, 2020|12:00 PM - 1:00 PM PST

      Webinar featuring a speaker from ARK Investment Management discussing their current "disruptive innovation" themes.

        Impact Investing Webinar

        February 18th, 2020|5:00 PM - 6:00 PM PST

        Introduction to Impact Investing: the process of seeking positive social and environmental effects while targeting competitive financial returns.

          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

          My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

          Philosophy

          I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

          Approach

          I believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

          My  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

          My approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

          Social Impact Investing

          can offer potential solutions that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management services. Leveraging the global resources of Merrill,  can assist in areas such as retirement income planning, guidance on concentrated stock positions, traditional investment and impact investing strategies.

          *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.

          Focus On Individuals, Families, and Small Businesses

          I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

          • 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 others and giving to charities
          • Work: Working in retirement, selling or starting a business
          • Finance: Bringing it all together and defining your financial goals

          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.

          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.


          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.

            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

              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.

              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.