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Hope B

Series 63, Series 66

Plymouth, MN

Merrill

Hope Burns is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. Outside of her advisory role, she owns and operates several small businesses, including InstaGlam LLC, an online retailer of clothing and jewelry, and HB Holding Ventures LLC, which manages bookings; she also works as a fashion stylist for the Cabi clothing line. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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