Lafferty, Melancon & Associates Team Photo

Lafferty, Melancon & Associates

Merrill Lynch Wealth Management
8300 Norman Ctr Drive
Suite 1250
Bloomington, MN 55437
(612) 349.7821
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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.
Lafferty, Melancon & Associates
Welcome

We believe we can help you best by working to understand you and your family, your unique financial situation and what matters most to you. And we will be there for you during what may be the most important times of your life.

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Model portfolios and third-party investment management
Recognition
Peter Lafferty
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Lafferty, Melancon & Associates Team Photo
Lafferty, Melancon & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Us
Welcome

We believe we can help you best by working to understand you and your family, your unique financial situation and what matters most to you. And we will be there for you during what may be the most important times of your life.

Meet Our Team
Peter Lafferty,

CFP®

Senior Vice President, Wealth Management Advisor
612.349.7821
Paul Melancon,

CRPC™

Senior Vice President, Senior Financial Advisor
612.349.7866
Jeffrey Pirk
Officer, Registered Senior Wealth Management Client Associate
612.349.7811
Darla R Nieson
Wealth Management Client Associate
952.820.1935
Phoua Yang
Phoua Yang
Wealth Management Client Associate - RDA
952.820.1934
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.
Jennifer Shelstad
Wealth Management Banking Specialist
Merrill
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Marci White
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #986796
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.