Blasko Wealth Management Group Team Photo

Blasko Wealth Management Group

Merrill Lynch Wealth Management
315 Lake Street East
Wayzata, MN 55391
(952) 404-5923
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Our wealth management approach is to cultivate lifelong relationships with our clients, so they view us as the go-to resource for any and all financial opportunities and challenges.
Blasko Wealth Management Group
Merrill Lynch Wealth Management
Welcome

The Blasko Wealth Management Group is a trustworthy and credentialed wealth management team who provides meaningful guidance and an elevated standard of care for individuals, families, business owners, and non-profits both locally and throughout the country.

Our mission is to cultivate lifelong relationships with our clients, so they view us as the go-to resource for any and all financial opportunities and challenges. This means leveraging our energy, commitment, and a vast array of resources to help clients gain financial confidence and pursue what matters most in their financial lives.

Recognition
Whitney Blasko
First Vice President, Wealth Management Advisor
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
About Us
Welcome

The Blasko Wealth Management Group is a trustworthy and credentialed wealth management team who provides meaningful guidance and an elevated standard of care for individuals, families, business owners, and non-profits both locally and throughout the country.

Our mission is to cultivate lifelong relationships with our clients, so they view us as the go-to resource for any and all financial opportunities and challenges. This means leveraging our energy, commitment, and a vast array of resources to help clients gain financial confidence and pursue what matters most in their financial lives.

Wednesday, April 24th 2024
Cybersecurity luncheon with Jeff Lanza, retired FBI Agent

Please join us for an educational luncheon on Cybersecurity with Jeff Lanza, retired FBI Agent. He will teach us important tools to protect our data and identity. The luncheon will take place at The Town Country Club on April 24th at 11:30am. Please let us know if you can join us, by April 14th. We hope to see you then!

Meet Our Team
Whitney Blasko,

CEPA®,CFP®,CPFA™

First Vice President, Wealth Management Advisor
952.404.5923
Nathaniel Branwall
Senior Financial Advisor
952.476.5679
Dominique Latterelle
Wealth Management Client Associate
952.404.5932
Samantha Bennett
Wealth Management Client Associate
952.404.5928
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.
Joseph McCullough
Wealth Strategies Advisor
Benjamin Rice
Wealth Management Banking Specialist
Merrill Lynch Logo
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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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.