The Wootten Daggers Group

Merrill Lynch Wealth Management
123 North 7th Street
Suite 200
Grand Junction, CO 81501
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Our mission is to piece together all aspects our clients' financial lives to help them define, prioritize, and pursue the financial goals that matter most to them. 
The Wootten Daggers Group
Merrill Lynch Wealth Management
Welcome

We uphold integrity as our guiding principle, ensuring that honesty and ethical conduct are at the core of all our actions. We are committed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Objectivity guides us, promoting fair and unbiased decision-making. We prioritize accountability, taking ownership of our responsibilities, and reinforcing consistency as the cornerstone of our commitment to excellence. 

About Us
Welcome

We uphold integrity as our guiding principle, ensuring that honesty and ethical conduct are at the core of all our actions. We are committed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Objectivity guides us, promoting fair and unbiased decision-making. We prioritize accountability, taking ownership of our responsibilities, and reinforcing consistency as the cornerstone of our commitment to excellence.

Meet Our Team
Kyrstie Wootten, CFP®,CPFA™,CRPC™,CSRIC®
Senior Financial Advisor
970.263.2178
Trevor Daggers, AAMS™
Assistant Vice President, Resident Director
719.630.6040
Jennifer Downing
Wealth Management Client Associate
970.263.2144
Hanna Khoronov, AAMS™
Wealth Management Client Associate
303.938.3968
Julie Anne Scholes
Officer, Registered Senior Wealth Management Client Associate
970.263.2149
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.
Craig Considine
Senior Wealth Management Lending Officer
NMLS #18144
Diorvette McKenzie
Wealth Management Banking Specialist
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.