Wayne Helm Email & Phone Number

I am honored to have been included in "Minnesota 500," a book published annually by Minnesota Monthly Magazine profiling the 500 most powerful business leaders in Minnesota. I have appeared on the nationally syndicated television program, “On the Money,“ responding to viewers questions regarding securities, wealth management strategies, and investment-related tax issues. I have also been a guest speaker at the Star Tribune Personal Investment Strategies Conference, the University of Minnesota Carlson School of Management, and the graduate program in public finance at Hamline University.Apart from my work as a Wealth Management Advisor, I enjoy training and competing as a masters swimmer, serving in leadership positions in my church, and spending time with my family. Also I travel at least annually to developing nations to provide training and project development aimed at helping people, especially women and youth, gain marketable skills and start small businesses to alleviate suffering, provide an improved standard of living, and impart hope for the future. My wife and I live in North Oaks, Minnesota. I currently serve on the board of trustees for Bethany International and Bethany Global University.

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  Senior Vice President

  Bank Of America Merrill Lynch

  Jan 1996 - Present

  In my role as the managing director of a wealth management team at Merrill Wealth Management and Bank of America, I am passionate about helping smart people make better, more informed financial decisions, so they can use their wealth to do amazing things. My goal is to leverage the resources of my team and the Firm to help our clients implement strategies to maximize their wealth, while providing personalized investment management, banking, lending, and insurance solutions. I am one of less than one percent of Merrill advisors worldwide who hold both the CFA Charter and the Certified Financial Planner certification.