Lynnea Emerson
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Duluth, MN 55802
Credentials
Series 66
Industry experience
15 years
Lynnea Emerson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She began her financial services career at Merrill in 2010. In her role, she works with individuals and families to define their financial goals and priorities, assisting them in making those goals a reality through planning and investment decisions. Lynnea focuses on delivering a comprehensive approach to managing wealth by listening to clients and helping them make informed decisions as they develop their strategies.
Lynnea holds the CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED PLAN FIDUCIARY ADVISOR® designations. She earned a Bachelor's Degree in Economics from Saint Olaf College and a High School Diploma from Duluth East. Her expertise spans areas including college education planning, corporate executive services, legacy planning, retirement income, portfolio management, and socially responsible investing.
She is actively involved in community organizations such as the Junior League of Duluth, Duluth YMCA, Duluth YMCA Camp Miller, MN Special Olympics Polar Plunge, and the Twin Ports Women's Foundation. Lynnea resides in Hermantown with her husband, Dan, and enjoys traveling, playing outdoor games like disc golf and bocce, attending outdoor concerts, listening to music, reading, watching movies, and spending time with her family.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
130 W Superior St
Duluth, MN 55802
Minnesota · Texas
Bank of America, N.A.
2011 - Present (15 years)
Merrill
2010 - Present (16 years)
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