Brian Minard
Financial Advisor | Merrill | Mikkola Small Minard Wealth Management Group
- Role
- Financial Advisor, Assistant Vice President at Merrill Lynch
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Brian Minard
I\'ve had a front row seat to the Wealth Management industry my entire life. Seeing how…
Experience
Financial Advisor, Assistant Vice President
Sep 2020 — Present
The Mikkola Small Minard Wealth Management Group offers personalized wealth management to high net worth families, executives and small business owners. We provide customized financial strategies for retirement, investment management, personalized* banking and lending for those who lack time, resources and desire to manage it themselves. Through regular in person meetings, we take the time to understand the needs of each client so that together, a highly individualized strategy is developed and personalized service is provided. We stress a disciplined, time-tested and long term approach to investing, using a strategic asset allocation method and collaborate with clients\' other key advisors to help ensure strategies are implemented.By taking a team approach and working together with clients to preserve and grow wealth, personalized planning leads to sound decision making and success in helping to achieve long term goals and objectives.*Banking and Lending provided by Bank of America, N.A.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Education
University of Washington
Bachelor's Degree
Skills
- Social Media
- Microsoft Office
- Time Management
- Research
- Microsoft Word
- Social Networking
- Teamwork
- Powerpoint
- Microsoft Excel
- Data Analysis
- Public Speaking
- Leadership
- Customer Service
- Fundraising
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