MISSOULA, MT - Merrill Lynch Branch Office

Merrill Lynch

MISSOULA, MT

Thomas Wozniak

330 NORTH HIGGINS AVENUE
Suite 1ST FL
MISSOULA, MT 59802

Phone: (406) 829-2440
Email:

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BRANCH PROFILE

The Missoula Branch, as part of the four Merrill Lynch offices serving our Montana clients, focuses on delivering wealth management solutions to high net worth individuals and businesses while delivering unparalleled service. It is our goal to differentiate Merrill Lynch from other financial services companies and to educate the Missoula community on the value of disciplined saving and planning with a focus on personalized client service.

The key to the firm's sustained growth is its emphasis on integrated teamwork. Our team of wealth management advisors within Merrill Lynch brings a deeper and broader level of expertise to clients, beyond just stocks and bonds, in addition to an elevated and more specialized level of service. This, coupled with Merrill Lynch’s diverse portfolio of resources, make our firm one of the most attractive sources for comprehensive financial services in the area.

Merrill Lynch is witnessing an evolution in client sophistication and needs. The collective ability of the Financial Advisors in our region to go beyond financial solutions to be an essential partner to our clients is demonstrated by our high levels of client satisfaction and retention. Over the last six years, the four offices that comprise the Intermountain area complex have distinguished themselves among their peers, earning the coveted Merrill Lynch Service Quality Award. Awarded to the top 30 Merrill Lynch office complexes in the nation, the Service Quality Award recognizes the outstanding long-term relationships Financial Advisors foster with clients.

It is imperative that we continue to look beyond the single dimension of investments and find powerful, innovative strategies to meet client needs with a high probability of success.

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FINANCIAL ADVISORS AT THIS LOCATION

Grant William Lordan

Kimberly R Roth

Scott A Seifert

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Opinions expressed are subject to change. Past performance is no guarantee of future results.

Merrill Lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties

Any information presented is general in nature and is not intended to provide personal investment advice. The investments or strategies presented do not take into account the investment objectives or financial needs of particular investors. It is important that you consider this information in the context of your personal risk tolerance and investment goals.

Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets.

Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation.

Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A., Member FDIC. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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Investment products, insurance and annuity products:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

MLPF&S and Bank of America, N.A. make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA^TM Global Capital Management, BlackRock and Nuveen Investments.

BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates.