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LFRE Wealth Management
Merrill Lynch Wealth Management
315 Lake Street East
Wayzata MN 55391
(952) 476.5630
(952) 476.5630
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Our mission is to deliver exceptional financial guidance rooted in experience, integrity, and a deep commitment to the clients we serve. By building strong, lasting relationships and offering personalized insight, we empower you and your family to make wise, meaningful financial decisions that support your goals today and for generations to come.
Our mission is to deliver exceptional financial guidance rooted in experience, integrity, and a deep commitment to the clients we serve. By building strong, lasting relationships and offering personalized insight, we empower you and your family to make wise, meaningful financial decisions that support your goals today and for generations to come.
LFRE Wealth Management
Welcome
In an increasingly complex world, we help you stay focused on the things that matter most. Our team brings deep experience, insight, and knowledge to help guide you in turning the future you envision into reality
Recognition
Michael Levitt
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2022, 2024
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Show More Recognitions
Forbes "Best-in-State Wealth Advisors", 2023-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2022, 2024
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Show more recognition
LFRE Wealth Management
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
Our Philosophy
What matters most to you, matters most to us. By understanding what is most important to you, we can help you create a path to live the life you want.
Meet Our Team
Michael Levitt,
CFP®, CKP®, CPFA®, CRPS™
Senior Vice President, Wealth Management Advisor
952.476.5633
952.476.5633
Dana Effertz,
CPFA®, CRPC™
Assistant Vice President, Senior Financial Advisor
952.404.5917
952.404.5917
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
Merrill
Insights
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 Plans Specialist™, CRPS™, and the CRPS™ 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®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.