The Nelson Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The Nelson Group

Global Wealth Management

MERRILLVILLE CORP. LAKES
707 EAST 80TH PLACE
Suite 400
MERRILLVILLE, IN 46410

Phone: (219) 738-4452
Email:

Directions to Branch

PROFESSIONAL STAFF

(219) 738-4420 First Vice President-Investments
(219) 738-4481 Vice President
(219) 738-4452 Financial Advisor
(219) 738-4443 Registered Client Associate
(219) 738-4464 Client Associate

PROFESSIONAL PROFILE

Donald J. Nelson - First Vice President-Investments, PIA Program Portfolio Manager

Don has been with Merrill Lynch since 1976. Don specializes in helping clients focus on estate planning issues, and works with their advisers in developing their estate plan. He also manages client portfolios within the Personal Investment Advisory Program. Don earned his undergraduate degree from the United Stated Military Academy (West Point) and he also has a Master Degree in Business Science from Boston University.

Bruce A. Quint - Vice President, CFM, PIA Program Portfolio Manager

Bruce began his career with Merrill Lynch in 1993. Bruce specializes in assisting clients with their mortgage and liability planning, equity selection, and implementing wealth management strategies through the Merrill Lynch Consults service. Bruce earned his undergraduate degree from West Point and he also holds a Master in Business Administration with an emphasis in Finance.

Paul Shook - Financial Advisor, CFM, PIA Program Portfolio Manager

Paul has been with Merrill Lynch since 2001. Paul focuses on assisting clients with retirement and education planning, and also with equity and mutual fund selection. Paul received undergraduate degrees in Engineering and Music at the University of Miami, FL.

Jeanne Cleveringa - Registered Client Associate, CFM

Jeanne joined Merrill Lynch in 1989 and has been in the security industry for over 22 years. Jeanne provides administrative and client service support to the Nelson Group.

Lonnie Fenes - Client Associate

Lonnie began her career with Merrill Lynch in 1984. Lonnie provides administrative support to the Nelson Group.

Merrill Lynch - Total Merrill - FAMiscContent
Total Merrill

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.

Merrill Lynch - Total Merrill - FATeamSidebar
Merrill Lynch - Total Merrill - FATeamContent

directions

Branch Office

To this location   From this location
*
*
* Get Directions
* City & State or Zip required

Donald J. Nelson is registered to do business in: AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, MI, MN, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI

Bruce A. Quint is registered to do business in: AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KY, MI, MN, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI

Paul Shook is registered to do business in: AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, MI, MN, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI

Reporting available on FA.COM Set-Up Tool