Cfp Justin Botham

FAQ About Cfp Justin Botham

• What is Cfp Justin Botham's address?

  Cfp Justin Botham is located at
  Minneapolis, Minnesota, United States

• What is Cfp Justin Botham's job title?

  Cfp Justin Botham is a
  I am a CERTIFIED FINANCIAL PLANNER professional and Partner of the Duddingston Sylvester Group at Merrill Lynch Wealth Management. Our Minneapolis based, 13 member team, provides high quality, personalized financial advice and investment guidance to families at all stages of their financial journey. The majority people I work with are either corporate executives or former business owners. Regardless of the source of their family wealth, I am most often thought of and introduced to someone when they are nearing an inflection point in their financial lives. Typical financial inflection points: (1) Their company stock now represents a significant portion of their family net worth and they want guidance on how to tax efficiently manage that concentration, and convert that appreciation in to long term wealth. (2) They are within 5 years of retirement want to work with someone who really understands how to optimize all of the decisions and moving parts associated with transiting from a career of working to being confidently retired and living off their wealth. (3)They are considering the sale of their business and want to work with someone who can help them map out how much they need from a business sale to safely recreate their income and cashflow needs in retirement. In all of these cases, we feel that the families we work with look to me and my team as their all encompassing personal financial resource or consultants, knowing that we always have their family best interest in mind and will work with them to come up with the best possible solution. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Merrill Lynch Wealth Management

• What industry does Cfp Justin Botham currently work in?

  Cfp Justin Botham currently works in the
  Merrill Lynch Wealth Management

• What is Cfp Justin Botham's area of expertise?

  Cfp Justin Botham specializes in
  I am a CERTIFIED FINANCIAL PLANNER professional and Partner of the Duddingston Sylvester Group at Merrill Lynch Wealth Management. Our Minneapolis based, 13 member team, provides high quality, personalized financial advice and investment guidance to families at all stages of their financial journey. The majority people I work with are either corporate executives or former business owners. Regardless of the source of their family wealth, I am most often thought of and introduced to someone when they are nearing an inflection point in their financial lives. Typical financial inflection points: (1) Their company stock now represents a significant portion of their family net worth and they want guidance on how to tax efficiently manage that concentration, and convert that appreciation in to long term wealth. (2) They are within 5 years of retirement want to work with someone who really understands how to optimize all of the decisions and moving parts associated with transiting from a career of working to being confidently retired and living off their wealth. (3)They are considering the sale of their business and want to work with someone who can help them map out how much they need from a business sale to safely recreate their income and cashflow needs in retirement. In all of these cases, we feel that the families we work with look to me and my team as their all encompassing personal financial resource or consultants, knowing that we always have their family best interest in mind and will work with them to come up with the best possible solution. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

• Which languages does Cfp Justin Botham speak? 

  Cfp Justin Botham speaks the following languages:
  No languages available.

• Which industries has Cfp Justin Botham previously worked in?   

  Cfp Justin Botham has prior experience in the following industries:
  No prior industries available.

• What is Cfp Justin Botham’s work experience?  

  Cfp Justin Botham has the following professional experience:
  Merrill Lynch Wealth Management .

• How can I find Cfp Justin Botham on LinkedIn?  

  You can view Cfp Justin Botham’s
  LinkedIn profile at LinkedIn URL.

• What are Cfp Justin Botham’s work email addresses?  

  Cfp Justin Botham’s work email addresses are
  [email protected] .

• What company does Cfp Justin Botham work for?  

  Cfp Justin Botham works at
  Merrill Lynch Wealth Management