Hope Wilden

About Hope Wilden

Hope has been in the financial industry since 2013 and joined Merrill in 2015 as part of Wilden, Thompson & Associates. As a second generation financial advisor Hope enjoys carrying on and support the legacy that her father Mark started with Merrill over 30 years ago. Hope and the team can address client needs from the sale of a business to helping them learn about the choices they have for their retirement assets in a former employer\'s plan*. She can also offer access to the credit and lending services of Bank of America. Wilden & Associates takes pride in providing our clients with a personalized, client centric approach to wealth management strategies. We are able to accomplish this by utilizing the talents and skills of each team member. We strive to provide the best client experience by communicating and providing updates for our clients, so that as their situation changes we can make adjustments as necessary to their wealth management strategy and most importantly, and all of these decisions start with financial planning. Our office is located in the heart of downtown Lexington, KY at: 300 West Vine Street, 10th Floor Lexington, KY 40507 *You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   May 2015 — Present

   When evaluating who can effectively help you manage your wealth, look at the quality of our team and the breadth of our experience. Mark Wilden and Holly Thompson have a combined 60 years of experience helping affluent families through multiple economic and market cycles. The team is supported by myself, as well as by Scott our Registered Senior Client Associate, who has been with the team for over 20 years, and Molly Hannington chosen for our outstanding financial skills, fresh thinking and commitment to providing outstanding service. Everyone on this team strives to help clients shape their own financial destinies. That means you see strategies that focus on your individual goals and the paths you want to follow. We don\'t chase the markets - we help clients pursue their dreams.

Education

• University of Kentucky

  Bachelor's Degree

  2008 — 2012