17000 Kercheval Ave
Grosse Pointe, MI 48230
The branch office has one primary goal: to help high-net-worth households and business owners pursue their financial goals. We work with advisors from our teams so we can help shape the advice and guidance that reflect our combined knowledge, independent thinking and broad resources.
The branch’s wealth planning process begins as the team’s advisors get to know you. The branch's teams take the time to learn your priorities, goals for retirement lifestyles, financial funding for children’s and grandchildren’s education, complex business issues, cash management and the need for credit strategies. Once we fully understand clients’ wants, needs and goals, we can employ the broad investing resources of Merrill and also offer you access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing many financial challenges.
The branch has built a positive reputation in the Grosse Pointe Communities and Detroit region by focusing on financial needs of professionals—doctors, lawyers and accountants with substantial wealth—who need professional assistance in managing risk and preserving wealth for the next generation and the generations that follow. The advisors focus on helping to simplify professionals’ financial lives by navigating them through the complex, changing environment that may often accompany significant wealth. And we offer strategies designed to help clients preserve their wealth, guide their philanthropic gifting, and fulfill their legacies.
Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.
We recognize that each client is unique, and we shape our sophisticated wealth management strategies to reflect those differences. Many of our clients are still actively pursuing and accumulating wealth, and we work closely with them to develop a goals-based wealth management approach that can help define their long-term financial needs, lifestyle desires, wealth transfer and legacy objectives and, through access to Bank of America, their philanthropic interests. We understand that clients need to balance and prioritize multiple goals, and we believe we are well-positioned to help them do so.
Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
Wealth Management Group
Senior Financial Advisor
Financial Advisor
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Merrill Lynch Wealth Management is seeking high achievers with a history of success. If you’re in sales, law, banking, teaching, accounting, retired military, college grad or other vocation, and you have the drive, commitment and perseverance to succeed, consider a career with us as a financial advisor.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.
You are now leaving Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill").
By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the 'Return to Website" button now to return to the previous page, or you can close the new window after you leave.