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Merrill lynch

The Olson Group

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Merrill Lynch
Wealth Management


As The Olson Group, we can provide you with advice and guidance to help you develop a personalized financial strategy, for yourself and your business — and help you consider your risk tolerance, time horizon and liquidity needs.

Welcome

As Merrill Lynch Wealth Management advisors, we offer advice and guidance based on your goals and priorities- for yourself, your family, and your business. Our wealth management strategy places the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, we will recommend financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time, as needed.

Philosophy

CARE - We care about clients and want them to succeed. every member of our team is committed to understanding each client's unique circumstances and requirements. We listen to clients and then work with them to create wealth strategies that address their goals and values.

TRANSPARENCY - We take the time to make sure that clients understand not only what we recommend, but also why we are recommending it and how it may benefit them. We explain all aspects of the cost structure and fee arrangements associated with every recommended service or product.

FLEXIBILITY - We provide a very flexible advisory service that addresses all aspects of a client's financial life. We are happy to work with clients' attorneys and CPAs, to address tax, estate and philanthropic planning issues. We also work with Merrill specialists who have extensive experience in areas such as wealth transfer, trust development, insurance and banking.

COMPETENCE - We are committed to providing clients the highest possible level of advice and guidance. David has been named to Barron's Top 1200 Financial Advisors in the United States for the past 14 years (Published annually in Feb-March. Rankings based on data as of September 30 of prior year)* and named to Forbes Best-in-State Wealth Advisors list for the 5th consecutive year (Published annually Jan – April. Rankings based on data as of June 30 of prior year).**  

We will be pleased to arrange for you to visit with existing clients to learn more about the level of services you can expect to receive from the Olson Group.


*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in Feb-March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Capabilities

In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the credit and lending capabilities of Bank of America, services are available that can help you address virtually every financial challenge you face.

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.

David R Olson

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 9, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Best-in-State Wealth Advisors" 2018-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2008-2013
Published annually in February. Rankings based on data as of September 30 of the prior year.

Sue Mollison

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 9, 2024. Rankings based on data as of March 31, 2023.*

Kathy L Wilkinson

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 9, 2024. Rankings based on data as of March 31, 2023.*

Meet the Team

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.

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.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.