Duddingston Sylvester Group
Based in the Twin Cities, the Duddingston Sylvester Group has set itself apart by delivering customized advice and guidance to a limited number of clients, corporate executives and business owners.
We are a thirteen-member team that is responsible for the oversight of more than $1billion in assets (as of January 2024). We are unyielding in our commitment to each client's long-term goals and unique investing circumstances. We bring a personal level of understanding and compassion in coordination with our client's wealth management needs.
At the Duddingston Sylvester Group, every member of our team is dedicated to helping people pursue their financial goals. We realize that life is always changing and growing more complex. Your needs and priorities specific to your family, work, health, and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, strategies that are specific to your unique situation can be helpful. Even if you are accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has knowledge and resources to make more informed decisions, no matter where in life you are.
CIMA®, CPFA™
CEPA®, CFP®, CPFA™
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.
