Edina, MN Office

Richard Kleber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998. He specializes in investment planning and portfolio management, providing advice and managing personalized or defined discretionary strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Mr. Kleber holds a bachelor's degree in Mathematics from St. Olaf College. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, philanthropic planning, portfolio management, and socially responsible, values-based, and ESG investing. Richard Kleber is a member of Rotary International (Edina Noon) and serves on the board of the International Hearing Foundation. He lives in Edina, Minnesota, with his wife Elizabeth and has three grown children.

Tucker Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since 2013. He specializes in Goals Based Wealth Management planning and is involved in introducing new technology tools offered by Merrill to clients. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Tucker holds a Bachelor's Degree in Business from the University of St. Thomas. He is a Personal Investment Advisor (PIA) and is a member of the professional organization Folds of Honor Minnesota, in which he also participates as part of his community involvement. Tucker resides in Edina with his wife and their baby daughter, born in March 2022. The family attends Our Lady Of Grace Church. Outside of work, Tucker enjoys a variety of outdoor activities such as boating, golfing, ice hockey, pickleball, skiing, surfing, and tennis. He is also active in the community, volunteering his time and serving on the board of a local non-profit. When not in the office, Tucker enjoys skiing in Vail and spending time at their family cabin in Crosslake, Minnesota.

Michelle Nelson is a Series 66 licensed financial advisor at Merrill in Edina, MN, with 23 years of industry experience, all of which has been with Merrill since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Smith Jr. is a financial advisor with Merrill in Edina, MN, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Bank of America, where he has worked since 2017. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Dylan Graber is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill, among other firms, and has held roles outside the financial sector including at Topper's Pizza and Metropolitan State University. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.