Gibbons | Jones | Vogel Group

Merrill Private Wealth Management

315 Lake Street East
Wayzata, MN 55391
(952) 404-5906
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When your assets serve the well-being of you and your loved ones and promote your values, we believe that you have realized the true value of your financial wealth. Families with significant wealth look to us as an essential resource on their journey to simplify their lives and pursue what is important to them.
Gibbons | Jones | Vogel Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Westcott Jones
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Gibbons | Jones | Vogel 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.)
Our Approach
Emphasis on Your Well-Being

Financial wealth is not an end in itself – it is a key influence that can impact well-being either positively or negatively. What impacts do you want to have with your wealth, for yourself and the people you care about? What do you envision, both in the next few years and in the decades to come? What concerns do you have?

The impact of significant wealth is different—in its scale, opportunities, decision points, and challenges. We understand. That's why it's important that we start by listening – because ultimately it's about the well-being that you want for yourself and your loved-ones.

Achieving your vision also requires a team. From the vantage points of our different areas of professional acumen, we identify multiple dimensions that are important in charting your desired path forward. What unites our team is an authentic commitment to you. It is a privilege for us to utilize our talents and experience in careers that meaningfully impact your life and legacy by helping you achieve security, growth and purpose.

Meet Our Team
Westcott Jones,

CFA

Managing Director, Private Wealth Advisor
952.404.5906
Scott Vogel,

CFA, CFP®

Senior Vice President, Private Wealth Advisor
952.476.5627
Grant K Wacker,

CFP®, CIMC®, CTFA

Vice President, Senior Private Wealth Planner
952.404.5942
Ann M White,

AWMA™

Assistant Vice President, Private Wealth Relationship Manager
952.404.5959
Jill M Radermacher,

AAMS™

Assistant Vice President, Private Wealth Relationship Manager
952.404.5908
Lori L Hertzke,

CRPC™

Senior Private Wealth Client Associate
952.404.5904
Theo R Krumholz,

APMA™

Investment Management Specialist
952.476.5683
Susan M Alton
Private Wealth Client Associate
952.404.5906
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Valerie Galinskaya
Head of Merrill Center for Family Wealth
Clauter Charleston
Alternative Investments Regional Specialist
Bank of America, N.A.
Josh Warren
Structured Credit Executive
Bank of America, N.A.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMC® and Certified Investment Management ConsultantSM. Use of CIMC®, and/or Certified Investment ConsultantSM signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management consultants.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.