Verified recordFinancial Services

Steven Lindquist

Wealth Management Advisor, First Vice President at Merrill Lynch

Based in Sioux Falls, United States

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Seniority

Vp

Department

Sales & Business Development

Location

Sioux Falls

Industry

Financial Services

Company size

35K

Contact information

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Email

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s•••••••@ml.com

Phone

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Background

About Steven Lindquist

Steven works with the Lindquist Group at Merrill to build a disciplined structure and strategy around the financial goals of each client. As part of the approach, Steven tests and analyzes specific client situations, and market potentialities, to create actionable strategies. For corporate clients, Steven can offer access to fiduciary services for retirement benefits, assists with sales of private companies, as well as bringing companies to the public market. Steven joined Merrill in the summer of 2011 after graduating with honors from Augustana University in Sioux Falls, Steven feels privileged to serve his community, and does so through his work with the YMCA and their camp initiatives at Leif Ericson Day Camp (where he was both a camper and a counselor in his youth). He continues to live in Sioux Falls with his Wife, Nicholle, two daughters, and son. In Steven's free time, Steven enjoys golfing, which he admittedly is not as good as he should be, hunting, and cooking.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.

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