Duddingston Sylvester Group Team Photo
Duddingston Sylvester Group
80 S 8th St
Minneapolis MN 55402
(612) 349.7984
Learn more about an advisor's background on
Welcome

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 2025). 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. 

Videos
Welcome to Our Website

Supporting a strong retirement plan and helping to keep it on track
The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the potential solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

Recognition
Charles Duddingston
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Duddingston Sylvester Group Team Photo
Duddingston Sylvester Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(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
About DSG

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.

Wednesday, May 28th 2025| 4:30 PM to 6:30 PM
A Celebration of Art Conservation

Bank of America is having a special evening at the Minneapolis Institute of Art on May 28th from 4:30 to 6:30. This celebration will celebrate Bank of America's 10-year partnership in art conservatio...

Meet Our Team
Charles Duddingston,

CIMA®, CPFA®

Senior Vice President, Wealth Management Advisor
612.349.7963
Todd Sylvester,

CEPA®

Senior Vice President, Wealth Management Advisor
612.349.7976
Justin Botham,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
612.360.0264
Joseph Plank
Senior Vice President, Senior Financial Advisor
612.349.7892
Greta Farley,

CFP®

Assistant Vice President, Wealth Management Advisor
651.440.5268
Richard de-Souza,

CFP®

Assistant Vice President, Wealth Management Advisor
612.349.7913
Aren Faruq,

CPFA®

Assistant Vice President, Senior Financial Advisor
612.349.7850
Matthew Borash,

CPFA®

Senior Financial Advisor
612.349.7886
Kory M Steil
Assistant Vice President, Wealth Management Associate
612.349.7939
Ann M Bertram
Officer, Wealth Management Client Associate (FP)
612.349.7815
Michelle Lee Tverberg
Assistant Vice President, Wealth Management Associate
612.349.7830
Shannon M Bugnon
Officer, Registered Senior Wealth Management Client Associate
612.349.7820
Jackson J Rynda
Officer, Registered Wealth Management Client Associate
612.349.7877
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.
Benjamin Rice
Wealth Management Banking Specialist
Merrill
Mark A Perunovich
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484330
Conor Durkin
Associate Investment Advisory Specialist
Merrill
Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.


Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.


This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select.


Workplace Benefits is the institutional retirement and benefits business of Bank of America Corporation (“BofA Corp.”) operating under the name “Bank of America.” Investment advisory and brokerage services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC.


Merrill Institutional Consulting™ (MIC) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”), and offers products and services for the benefit of institutional and ultra-high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Banking products, services and activities are offered by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation.


MLPF&S is a dually registered broker-dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.


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 Corp.”)


Merrill Lynch Life Agency Inc. (“MLLA”) is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.


Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.


Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:


Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

© 2025 Bank of America Corporation. All rights reserved.