Wayne Helm

Wayne Helm, CFA^®, CFP^® joined Merrill Lynch Wealth Management as a Financial Advisor in 1996. He is one of less than one percent of Merrill advisors worldwide who hold both the CFA^® Charter awarded by the CFA^® Institute and the CERTIFIED FINANCIAL PLANNER^® certification awarded by the Certified Financial Planner Board of Standards, Inc.

He is passionate about helping clients pursue their wealth management goals, whether these are business, personal or a combination of both. His years of experience at Merrill enable him to tap the investment insights of Merrill and banking capabilities of Bank of America including over 600 security analysts and market strategists, as well as specialists in retirement planning, banking and lending, wealth transfer, insurance, estate, and trust services. His goal is to leverage the resources of the Firm to find and implement strategies that help meet your overall financial objectives.

Wayne has appeared on the nationally syndicated television program, "On the Money," responding to viewers' questions regarding securities, wealth management strategies, and investment-related tax issues. He has also been a guest speaker for the Star Tribune Personal Investment Strategies Conference, the University of Minnesota’s Carlson School of Management, the Graduate School of Sciences at Old Dominion University, and the graduate program in Public Finance at Hamline University.

Wayne earned a bachelor's degree in mathematics from Old Dominion University, an M.B.A. in finance with honors as a Carlson Scholar from the University of Minnesota, and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. His professional society memberships include the CFA^® Institute and the CFA^® Society of Minnesota.|Chartered Financial Analyst^® and CFA^® are registered trademarks of the CFA^® Institute.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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