Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Tony Vredenburg is a Wealth Management Advisor with the Swancutt, Perkins and Danek Group at Merrill Lynch Wealth Management. Tony provides tailored advice and steady guidance to clients and their families, helping them simplify their financial affairs and regain time for the people and priorities they most value. Clients look to him as a single source for integrated wealth management—someone who can distill their financial situation, chart a cohesive path forward, and walk with them through the decades that lie ahead.
Tony takes great satisfaction in helping people relieve financial stress. He is skilled in simplifying the complexities that wealth can pose, whether helping design a tax-conscious spending plan as they transition into retirement; preparing the sale of a business; implementing tax-friendly strategies for the transfer of wealth to future generations and/or charity; nurturing an inheritance; or saving for an important goal, such as a first or second home, or a child's or grandchild's education. Collaborative by nature, Tony begins each relationship by learning all he can about a person or family, including goals, aspirations, concerns, and time horizons. These conversations, he finds, are instrumental to his approach, allowing him to "think about clients' money the same way they do."
Driven by his passion to provide an exceptional client experience, he prides himself on being responsive, accessible, thorough, and efficient when addressing client needs, aiming to always exceed client expectations. He strives to create a client experience where people gain ease and confidence.
Prior to joining Merrill in 2019, Tony spent seven years as a Project Manager in the manufacturing industry, where he worked closely with engineers, suppliers, and machinists on executing prototype projects on extremely short deadlines. He earned his Master's degree in Management Information Systems from Western Oregon University and his undergraduate degree in Business from Bemidji State University.
Committed to professional excellence and continuous improvement, Tony holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc., as well as the Chartered Financial Consultant® designation.
Tony is a dad, an avid fan of the 49ers, and a health and fitness enthusiast. In his free time, he enjoys reading, spending time with his family, and being in the company of good friends.
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.
