The Thiessen Group

Merrill Lynch Wealth Management

871 Venetia Bay Blvd.
Suite 100
Venice, FL 34285
(941) 486-3929
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Thiessen Group
Merrill Lynch Wealth Management
Welcome

Since 2006, The Thiessen Group has helped affluent individuals and families create personalized and adaptable wealth management strategies to address immediate and long-term financial goals. We offer customized financial advice and guidance through our in-depth investment experience and by blending strategies for an approach that works best for you. We rely on the expert insights of BofA Global Research team to provide clients with the finest investment opportunities available.

Our 5-Step Approach

1. Our approach to wealth management planning begins with a thorough understanding of your needs and objectives.
2. We provide thoughtful and innovative ideas to help you manage the financial events in your life.
3. We tailor a detailed asset allocation strategy to help you reach your goals while respecting your risk tolerance.
4. We regularly review your goals and give you feedback during market fluctuations.
5. We are always available to speak to you – and strive to provide you with an advisor answered phone call – at all times.




*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Recognition
Owen Thiessen
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019, 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

Wealth Management Guidance to Strengthen Your Financial Future

The Thiessen Group will help you navigate your immediate and long-term wealth management aspirations. Our process is designed to look at your financial strengths and limitations, establish objectives, implement strategies and review results. This allows clients to make informed decisions about their finances and to pursue the goals they find most important. Focused Services Include:

• Customized Portfolio Management. Thoughtful portfolio management is essential to preserving wealth. We will provide you with a skillfully diversified portfolio, personalized for your risk tolerance, expectation for future growth, liquidity needs and tax considerations.
• Wealth Preservation and Transfer. We work with specialists from Merrill, in coordination with your attorneys and accountants, to develop resourceful strategies to transfer your legacy to your loved ones. We can advise you on trust investments, charitable gifting and giving, life insurance and estate planning services.
• Retirement Planning. We can offer you guidance on how to structure your wealth for retirement. We will look at your options for income producing channels and evaluate the effects of taxes and inflation on your financial future.
• Corporate Retirement/401(k) Plans. We provide strategies to help corporate executives and business owners balance their employees' needs. Our process identifies business goals and finds strategies that are the best fit for the company.
• Additional Benefits. When you work with us, there are many additional benefits that clients come to know and love. These benefits include:
o Bank of America Premium Rewards Visa Signature® Card
o Mortgage and Auto Loan Discounts through Bank of America, N.A.
o Online Account Management and Fund Transfer Capabilities
o Credit and Lending through Bank of America, N.A.
o Small Business Banking through Bank of America, N.A.

Meet Our Team
Owen Thiessen,

CFP®, CIMA®, CPWA®

Managing Director, Wealth Management Advisor
941.486.3929
Allan G Thiessen,

CRPC™

Vice President, Senior Relationship Manager
941.484.2641
Gypsy L. Daniel
Assistant Vice President, Wealth Management Associate
941.486.3926
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.