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Wealth Management AdvisorSenior Vice President - Wealth ManagementEUGENE BANK TOWER800 WILLAMETTE STREET
Reg Senior Client Associate
Blaine Werner, CFP® CIMA®Senior Vice President - Wealth ManagementWealth Management AdvisorNamed to Barron’s Top 1,200 Financial Advisors in 2015**Source: Barron’s “America's Top 1,200 Financial Advisors,” February 23, 2015. Visit Barron’s 2015 Top Rankings: State by State for more information about the measures used to determine Advisor rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.Blaine holds the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® designation. He has been with Merrill Lynch since 1977 developing financial strategies, keyed to margin of safety, with a focus on clients' investment and personal goals. Blaine's clientele primarily consists of families and business owners who plan for their assets to outlive them and then be passed on to family or charitable organizations. He is a graduate of Amherst College and an Eagle Scout. Blaine lives with his wife, Jennifer, and their three children on a farm outside Coburg, Oregon. He volunteers with such organizations as the Oregon Trail Council - Boy Scouts of America and Rotary International. In his free time Blaine enjoys managing their tree farm, bee keeping, fishing, singing and Aikido.
Linda Brackett, CRPC®Registered Senior Client AssociatePictured upper rightLinda has been with Merrill Lynch since January, 2005 and holds the Chartered Retirement Planning Counselor(SM) designation. She is committed to providing excellent service that exceeds expectations and has received several awards for service excellence. Linda and her husband of over 30 years have two married daughters and three granddaughters. Linda enjoys spending time with family and volunteering at her church.Joan Martin, CFP®Financial Advisor TraineePictured upper leftProviding excellent client service has been the foundation of Joan's work since she joined Merrill Lynch in 2005. Her goal is to be the point person for clients to help make their financial lives easier. Joan has a Bachelor's Degree and Master's Degree in Health Education from the University of Oregon. In 2010, she completed the Certified Financial Planner™ (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, Inc. Joan and her husband Gary have two grown daughters. She enjoys gardening and traveling to visit her daughters.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. * Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. * Chartered Retirement Planning Counselor(SM) and CRPC® are registered service marks of the College for Financial Planning.
Blaine Werner is registered to do business in : AK, AZ, CA, CO, FL, KY, MA, MN, NC, NM, NY, OH, OR, TN, TX, VA, WA, WI
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