Boyd Wealth Management Group

Merrill Lynch Wealth Management
315 Lake Street East
Wayzata, MN 55391
(952) 476-5613
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Boyd Wealth Management Group
Merrill Lynch Wealth Management
Welcome

There's something to be said for experience, particularly the depth and breadth of experience of the Boyd Wealth Management Group. Our entire team shares a common goal: to help you pursue your personal goals, such as planning for and funding your childrens' educations, helping to ensure that your money lasts in retirement, planning for your potential health care costs, and managing the transfer of wealth to the next generation. Many clients have relied on us for more than 40 years, from one generation to the next.

Clients, we believe, have come to appreciate our professional advice and guidance, as we strive for exceptional level of service, and we work together to develop and execute wealth management strategies built to help them pursue their short- and long-term financial goals.

About Us
Our Approach

The Boyd Wealth Management Group gives you full access to Merrill's wide range of tools. We learn about your assets and liabilities. We help you prioritize your financial goals and objectives, then place them in the context of your time line, liquidity needs and personal tolerance for risk. The end result: a wealth management strategy that is designed to help you move forward with clarity.

Investments are considered with your objectives in mind and are recommended only if we feel they have a place in your overall strategy. This team will work with you to reexamine your wealth management strategy whenever you need us to—and find fresh strategies that help to meet your new requirements.

Meet Our Team
Christina Boyd
Managing Director, Senior Financial Advisor
952.476.5613
Jeanne Rosengren,

CPFA™

Senior Vice President, Senior Financial Advisor
952.404.5911
Max Gardiner,

CFP®,CPFA™,SE-AWMA™

Vice President, Wealth Management Advisor
952.404.5943
Stephanie L. Starcevich
Registered Senior Wealth Management Client Associate
952.476.5608
Rachel Rudd
Registered Wealth Management Client Associate
952.404.5931
William Rosengren
Financial Advisor
952.404.5953
Allana Quaday
Wealth Management Client Associate
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
Joseph McCullough
Wealth Strategies Advisor
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.