Team Moran Team Photo
Team Moran
Merrill Lynch Wealth Management
8300 Norman Ctr Drive
Suite 1250
Bloomington, MN 55437
(952) 820.1911
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Mission Statement
Team Moran believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates, access to the global investment capabilities of Merrill, and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information, we can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

About Us
Our Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Daniel Moran
Managing Director, Senior Financial Advisor
952.820.1911
Chad M Bovee,

CRPC™

Vice President, Senior Wealth Planner
952.820.1918
Jennifer A Mallan
Officer, Wealth Management Client Associate
952.820.1917
Kathleen Burke
Officer, Wealth Management Client Associate
952.820.1910
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
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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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.