The A.G.M. Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The A.G.M. Group

Global Wealth Management


2501 COOLIDGE ROAD
Suite 500
EAST LANSING, MI 48823

Phone: (517) 324-4617
Email:

Directions to Branch

PROFESSIONAL STAFF

(800) 6035924 Vice President
(888) 2934396 Assistant Vice President
(888) 5084704 Financial Advisor
(800) 6782855 Senior Associate

PROFESSIONAL PROFILE

KEITH G. AZAR, CFM

Keith is a Vice President and Senior Financial Advisor. Originally from Clinton Township, Michigan, he has successfully completed the Merrill Lynch Wealth Management Advisor and Certified Financial Manager curriculums along with a B.A. in Finance from Michigan State University. He started with Merrill Lynch in 1993 and lives in Bath with his wife, Jen, and their two children.

MICK H. GLASER, CFM

Mick is an Assistant Vice President and Senior Financial Advisor. Along with being a PIA Program Portfolio Manager Mick has successfully completed the Merrill Lynch Wealth Management Advisor and Certified Financial Manager curriculums. Mick has a B.A. in Finance from Michigan State University and has been an advisor with Merrill Lynch since 1997. Originally from Manchester, Connecticut, he now resides in East Lansing with his wife, Jill, and their daughter.

MARC A. MERRITT, CFP®, CRPC®

Marc is a Financial Advisor and has been with Merrill Lynch since January, 2003. A CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., CHARTERED RETIREMENT PLANNING COUNSELOR™ designee & a Certified Special Needs Advisor, Marc received his B.A. in Policy & Applied Economics from Michigan State University. Marc is originally from South Lyon, Michigan.

MARY LOU SIMON

Mary Lou is a Senior Associate and has been with Merrill Lynch for over 20 years. She lives in Westphalia, Michigan with her husband, Paul, and their three children.

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Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

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As a Merrill Lynch Financial Advisor, I bring the most powerful elements available to help clients achieve the life they envision. Learn more about why Merrill Lynch is right for you…
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Mick H. Glaser, CFM is registered to do business in: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MI, MN, MO, NC, NM, NY, OH, VA

Marc A. Merritt, CFP, CRPC is registered to do business in: AL, AZ, CA, CO, DE, FL, GA, IL, IN, MA, MI, MO, OH, SD, VT

Keith Azar is registered to do business in: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MI, MN, MO, NC, NM, NY, OH, VA

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