Merrill Lynch Private Wealth Advisor Scott M Vogel

Merrill Lynch Private Wealth Advisor Scott M Vogel, located at 315 Lake Street East in Wayzata, Minnesota, offers industry-leading research and expert analysis to help clients stay ahead in managing their financial wealth. With a focus on simplifying lives and pursuing what is truly important, the private wealth advisors at Merrill Private Wealth Management provide personalized service based on trust.

Scott Vogel, a Chartered Financial Analyst with over 25 years of experience, specializes in advising business owners, executives, entrepreneurs, and community leaders on asset management, wealth transfer, philanthropy, and more. He is committed to helping clients identify their goals, challenges, and values to implement strategies tailored to their unique needs.

Jill, Lori, and Ann are also key members of the team, assisting clients in achieving their financial goals through customized analyses, tracking progress, and executing charitable giving strategies. With decades of combined experience in the investment industry, they work closely with high-net-worth individuals and families to streamline multiple aspects of their financial lives.

Merrill Private Wealth Management offers services typically reserved for large institutions, catering to individuals, families, business owners, and executives. The team uses a goals-based wealth management approach to build personalized strategies centered on clients' objectives. Through Merrill Personal Wealth Analysis™, clients can receive a tailored plan focused on achieving their financial goals.

With a dedication to providing a powerful and personal experience, Merrill Private Wealth Management is committed to helping clients pursue their current goals while supporting their family members for years to come.