ASCJ Wealth Management Group
Merrill Lynch Wealth Management
315 Lake Street East
Wayzata, MN 55391
(952) 476.5663
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ASCJ Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and 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.
ASCJ Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children’s education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.

Recognition
Keely Clemons
Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
ASCJ Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children's education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.

Meet Our Team
Jeffrey Adamson,

CFP®, CKP®, CPFA™

Senior Vice President, Wealth Management Advisor
952.476.5663
Kent Scholten
Senior Vice President, Wealth Management Advisor
952.404.5901
Keely Clemons,

CRPC™

Vice President, Senior Financial Advisor
952.404.5912
ASCJ Wealth Management Group Team Photo
Brandon Janovsky,

CIMA®, CPFA™, CPWA®

Director, Wealth Management Advisor
952.476.5685
Laurel S Traxler,

CRPC™

Assistant Vice President, Relationship Manager
952.404.5948
Kyle W Holecek
Registered Wealth Management Client Associate
952.476.5684
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.
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Benjamin Rice
Wealth Management Banking Specialist
Merrill
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Joseph McCullough
Wealth Strategist
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Jonathan Close
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #988343
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.