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Reg Senior Client Associate
Reg Client Associate
Blaine Werner, CFP® CIMA®Senior Vice President - Wealth ManagementWealth Management AdvisorPictured second from rightNamed to Barron’s Top 1,200 Financial Advisors in 2016 for the 4th consecutive year.* Blaine has worked with Merrill Lynch since 1977. His goal is to connect clients’ lives with their finances. He develops financial strategies keyed to clients’ risk tolerance, and investment and personal goals. Blaine’s clientele primarily consists of families and business owners who plan for their assets to be passed on as a legacy to family or charitable organizations. Blaine holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® designation. He is a graduate of Amherst College and an Eagle Scout. Blaine lives with his wife, Jennifer, on a farm outside of Coburg, Oregon; they look forward to visiting their three adult children. Outside of Merrill Lynch, he volunteers with the Oregon Trail Council-Boy Scouts of America and Rotary International. In his free time, Blaine enjoys managing their tree farm, beekeeping, fishing, singing, and Aikido.
Linda Brackett, CRPC®Registered Senior Client AssociatePictured far rightLinda has been with Merrill Lynch since January, 2005. She holds the Chartered Retirement Planning CounselorSM designation. Linda is committed to providing superior service that exceeds expectations. In her business management role, Linda strives to coordinate the team to seamlessly serve clients. Linda and her husband of over 35 years have two daughters and three granddaughters. She enjoys spending time with her family and volunteering with her church.Joan Martin, CFP® Financial Advisor Pictured centerProviding excellent service has been the foundation of Joan’s work since she joined Merrill Lynch in 2005. Joan has a Bachelor’s Degree and a Master’s Degree in Health Education from the University of Oregon. In 2010, she completed the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. In 2015, Joan transitioned to the position of Financial Advisor focusing on retirement planning for clients. Joan and her husband, Gary, have two grown daughters. She enjoys gardening, traveling, and family time.Teri HughesRegistered Client AssociatePictured far leftStarting with The Werner Group in 2015, Teri brings over 25 years of client service experience to the team. She serves clients in a friendly and professional manner. Teri strives to anticipate client needs and fulfill them in the most thorough and efficient way. Teri and her husband, Greg, have one grown son. Family is of the utmost importance to them. They enjoy traveling, camping, kayaking, and restoring classic vehicles together. Teri is actively involved in both her church and her local chapter of Young Life.Holly MatusRegistered Client AssociatePictured second from leftHolly upholds the team’s dedication to service through her caring, timely, and thorough assistance with clients. She started with Merrill Lynch in 2015. Holly has a Bachelor’s Degree in Finance from Oregon State University. Holly, her husband, Armando, and their two teen sons live in Eugene. Outside of work, she enjoys spending time with family and friends and being an active parent in her children’s school and activities. *Source: Barron’s “America’s Top 1,200 Advisors: State-by-State” list, March 7, 2016. For information about the selection criteria, go to Barron’s Top Financial Advisors page. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors.” *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 CounselorSM 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, NJ, NM, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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