Your journey requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.
Meet the Team
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
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Scott is committed to asking clients the right questions to identify their goals, challenges and values. He listens carefully and helps implement strategies for asset management, wealth transfer, philanthropy, cash flow planning, banking, and preparing multiple generations for financial responsibility.
For 25+ years, Scott has advised business owners, executives, entrepreneurs and community leaders. He joined Merrill Private Wealth Management (formerly the Private Banking &Investment Group) in 2012 after serving as Director of Asset Management at Abbot Downing (a Wells Fargo business formerly known as Lowry Hill). He was an Investment Principal with Lowry Hill, chaired the firm’s investment committee, and led a team with direct responsibility for $1 billion in client assets.
Scott graduated magna cum laude from Carleton College with a B.A. in Economics and holds the Chartered Financial Analyst (CFA®) designation. Scott and his wife Laura live in Medicine Lake, Minnesota, with their three children. He serves the community as a volunteer firefighter.
1CFA and Chartered Financial Analyst are registered trademarks of the CFA Institute.
Scott Vogel focuses on providing customized wealth management services for families and business owners for as part of a multi-disciplinary team. He joined Merrill Private Wealth Management (formerly the Private Banking and Investment Group) in 2012, after serving as a Portfolio Manager at Abbot Downing (a Wells Fargo Business formerly known as Lowry Hill) and has been working with successful families for 15+ years.
Scott is proficient at researching and recommending strategies, and using a tailored goals-based approach, works to help ensure his client’s long-term financial objectives are obtained. Scott is instrumental in analyzing and creating customized investment plans, portfolio management, and advising high-net worth individuals. One area of focus for Scott is advising Next-Gen wealth creators.
Scott has B.S in Finance from the University of Montana. Scott holds the Chartered Financial Analyst designation and is an active member of the CFA Society of Minnesota. Scott is a CERTIFIED FINANCIAL PLANNER™ professional. Scott lives in Plymouth, MN with his son and daughter. In his spare time, Scott enjoys golfing, camping, woodworking, 3D printing, and building/flying large radio controlled aircraft.
*CFA and Chartered Financial Analyst are registered trademarks of the CFA Institute.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Grant works with clients and team members to guide planning strategies for tax minimization, family dynamics, wealth transfer and philanthropy, using a values-based approach. Clients benefit from clarity on strategies already in place and help with new strategies to accomplish their goals.
Grant joined Merrill in 2016. He previously provided values-based planning to clients at Wells Fargo and Piper Jaffray and has been a professional advisor to charitable organizations including Second Harvest Heartland (board and chair), Minnesota Planned Giving Council (board and treasurer), and Charities Review Council (program committee).
Grant holds a J.D. from the University of Minnesota, the Certified Trust and Financial Advisor (CTFA) designation and the Certified Investment Management Consultant (CIMC®) designation. He also holds an M.A. in philosophy from the University of AZ with a focus on ethics, and a B.A. from Gustavus Adolphus College. He lives in Arden Hills and enjoys playing guitar and spending time with his wife and two children.
1*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
2Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMC® and Certified Investment Management Consultant. Use of CIMC®, and/or Certified Investment Management Consultant signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management consultants.
Ploy works with Jones Vogel Associates to serve business owners, executives, entrepreneurs, sports and entertainment professionals, and their families and businesses. Her mission is to serve a limited number of families with substantial wealth, going beyond financial solutions to be an essential resource to clients. Ploy listens carefully to understand what clients want to accomplish and helps them design and implementing clear and personalized strategies as part of a multi-disciplinary team. These strategies incorporate asset management, tax minimization, wealth transfer, philanthropy, cash flow planning, banking, and preparing multiple generations for financial responsibility. She loves meeting new people and helping them make connections!
Ploy grew up in Thailand in a small village called Sa Kaeo and moved to the U.S. to take a college scholarship. After college, she started a mentorship program in Sa Kaeo, returning yearly to help 6-12 year old kids grow up to achieve their dreams. Out of the office, she enjoys kitesurfing, traveling, boxing, golfing, tennis, hockey, ping pong, boating and serving the Thai community.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Jill helps clients accomplish their goals by preparing custom financial and investment analyses, tracking progress, and executing charitable giving strategies. She also works with corporate retirement plans and coordinates education of plan participants. She participates in client meetings and is responsible for preparation, documentation, and follow-through.
Jill started in wealth management with Piper Jaffary in 1983, where she served clients for 23 years before joining Merrill Private Wealth Management (formerly the Private Banking & Investment Group) in 2006.
Jill and her husband Kevin live in Minnetonka and have two grown sons. She enjoys spending time with family and coordinating community service projects.
Ann works with clients to help prioritize and accomplish goals and gather, organize, and interpret information. She participates in client meetings and is responsible for preparation, documentation, and follow-through.
Ann joined Jones Vogel Associates in 2016 and has 30+ years of experience in the insurance and investment industries. Her career has included wealth advisory, management, and administrative support.
Ann lives in Plymouth with her two daughters, Paige and Dominique. She enjoys walking their yorkiepoo Bentley, gardening, pickling and spending time with family.
Susan leads the administration for Jones Vogel Associates and collaborates with all team members to help ensure that client needs are met promptly and accurately. Susan researches and answers questions, schedules meetings, executes wire transfers, sets up accounts, and makes estimated tax payments and IRA distributions.
She joined Jones Vogel Associates in 2019 and has over 20 years of experience in financial services.
Susan lives in the Linden Hills neighborhood with her 2 dogs and 3 cats, and enjoys daily walks around Lake Harriet.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
Our Approach
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
Our Philosophy
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
A Commitment to Service
Our Philosophy
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America
We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.
A relentless commitment to transparency and customized strategies
As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.
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