PROFESSIONAL PROFILE
Paul Notermann
Paul is a Vice-President with Merrill Lynch and has been in the financial services industry since 1986. He graduated Cum Laude from Minnesota State University and has earned professional designations CLU in 1991 and ChFC in 1990 from the American College and CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., from College for Financial Planning in 2000.In 2009 Paul earned a CRPC designation from the College of Financial Planning. Paul has been a member of the Society of Financial Services Professionals and the International Association for Financial Planning for over 17 years.
Paul is a Portfolio Manager in Merrill Lynch's Personal Investment Advisory Program. This is a fee-based, discretionary investment platform that allows certified advisors to create and manage comprehensive investment solutions that can be tailored to clients’ financial needs. Paul specializes in qualified retirement plans by working with plan fiduciaries in developing the right plan design that includes investment strategies that are suitable for reaching your goals. Paul has been serving small business needs for 25 years.
The combination of his experience and Merrill Lynch's financial resources creates an excellent opportunity for his clients to achieve their financial goals and dreams.
Paul has a wife and two kids and resides in Prior Lake, MN. He is a knowledgeable hockey fan and coach, having played college hockey at Minnesota State University at Mankato. His coaching experience is as a volunteer hockey coach with the 95 Sharks and the Bauer Vapors AAA Showcase Hockey teams. Paul is a loyal member of the Burnsville Rotary Club. Paul is involved with St. John the Baptist Catholic Church Stewardship Committee.
Thomas J Gustafson
Title/Designations: Series 7, 66 Registered, Financial Advisor
TJ Gustafson graduated from the University of Minnesota in 2005 having completed an undergraduate degree in Economics. Having been on staff as an intern in proceeding years he is experienced and knowledgeable in the retirement planning process. He possesses excellent administrative skills required for the planning and integration of our strategies. He is currently pursuing further professional designations including CRPC (Certified Retirement Plan Consultant) and Chartered Financial Analyst.
Shannon Bugnon
Shannon Bugnon supports the Notermann-Gustafson Team as a Registered Client Associate. She assists clients with inquiries regarding their Merrill Lynch accounts, and works with them to resolve any administrative issues they may have. Shannon also provides assistance and sales support to the team. Shannon has been with Merrill Lynch for 10 years and holds both the Series 7 and Series 66 licenses, which allows her to place trades for clients at their request. Shannon has prior experience working in several different departments at Merrill Lynch, and this experience has served her well in assisting her clients. Shannon is also a registered Notary Public.