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 professional, 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 leading, wealth transfer, insurance, estate, and trust services. His goal is to leverage the resources of the Firm to find and implement strategies that 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, 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 SM 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.
*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.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
