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

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

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

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

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