The Broughton Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The Broughton Group

Global Wealth Management


225 SOUTH SIXTH STREET
Suite 4400
MINNEAPOLIS, MN 55402

Phone: (877) 349-7849
Email:

Directions to Branch

PROFESSIONAL STAFF

(877) 696-8898 First Vice President-Investments
(877) 349-7849 Financial Advisor
(877) 696-8918 Senior Associate
(877) 359-7917 Senior Associate

PROFESSIONAL PROFILE

As the founding member and PIA portfolio manager of the Broughton Group, Walter manages money for individuals and institutions across the country. He joined Merrill Lynch in 1987 and has over 25 years of investment management experience. Walter is a CFA Charter Holder.

As a primary contact for clients, Hudie is responsible for the investment planning and portfolio review processes to ensure that portfolio management decisions are in line with our clients goals and priorities. Hudie joined The Broughton Group in 2002.

Steve coordinates our investment research, trading, and portfolio administration. While assisting Walter with portfolio management, he also conducts portfolio updates and reviews with clients. Steve is a CFA Charter Holder and joined the Broughton group in 1998.

As a career customer service specialist, Suzin is the key contact for clients regarding banking and administration issues. Suzin joined The Broughton Group in 2006.

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Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

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Walter Broughton is registered to do business in: AZ, CA, CO, FL, GA, ID, KS, KY, MA, MI, MN, MS, MT, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WY

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