John Strand Email & Phone Number

John has been in the financial services industry since 2000 and joined Merrill in 2012.  His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals.  As a Portfolio Manager in the Merrill Investment Advisory Program, John can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.  John is exceptionally service-oriented, striving to stay in close contact with each client.  He believes that his proactive approach helps him anticipate client financial needs and be better prepared to help clients balance risk and reward based on their individual needs.  His consultative, objective approach to wealth management shows his commitment to excellence.  He takes time to listen to and review client financial situations, preferences and goals.  Next, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations.  Finally, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. John attended the University of Minnesota. He holds his Series 7, 63 and 65 FINRA registrations. John is very active in his church, serving regularly as a Habitat for Humanity volunteer along with United Methodist Volunteers in Mission and as a volunteer pilot with Angel Flight East.  He has been on mission trips to Guatemala, Nicaragua and four mission trips to Haiti to assist in the rebuilding of three churches after the earthquake in January of 2010.  He currently resides in Venice Florida and Ostrander, Ohio, with his wife Brenda.  *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Listed skills include Process Improvement, Budgets, Leadership, Business Planning, and 30 others.

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  University Of Minnesota System

  High School Diploma/Ged