Named to Forbes “Best-in-State Wealth Advisors” list in 2018, 2019, 2020 & 2021. (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year).

Cary began his career as a financial advisor in 1983. As a Senior Financial Advisor, Cary provides his clients with over 39 years of investment industry experience. His areas of focus include customized portfolio management, asset allocation advice, risk management, securities analysis, retirement income strategies and executive financial services.  

Cary is a Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill advisors.

Cary graduated from the University of Michigan in 1978 with a B.S. in Psychology. He was a member of the Academy of Certified Portfolio Manager’s first graduating class of advisors who achieved the Certified Portfolio Manager (CPM®) certification, taught in conjunction with the IEOR Department at Columbia University.

He was an active member of the Portfolio Management Institute and served on its board of directors from 2007 to 2012. He also served on the board of directors of the Academy of Certified Portfolio Management which is an entity dedicated to the continuing education, promotion, and development of the CPM® designation for portfolio managers. Cary also holds the Certified Plan Fiduciary Advisor designation.

Cary was formerly a member of the Board of Directors for the Rehabilitation Institute of Michigan Foundation. He has been a member of the Finance Committee for Oakland Hills Country Club. He is presently the president of his homeowner's association at his secondary residence in Michigan.

He has been married to Patti for 38 years and has two adult children Julia and Harrison. He enjoys spending non-working hours with family and friends pursuing activities such as snow skiing, fishing, golfing, running, biking, dining, and reading.
 
 

 
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Anthony P. Simon is a Financial Advisor at Merrill Lynch Wealth Management. A partner on "The BDGW Group", their team of investment professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to his clients.

Anthony assists clients by helping them manage their wealth to meet their individual or institutional investment needs. These services include retirement planning, investment planning, estate planning, wealth planning and risk management. In addition, has experience with corporate benefit programs; including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans. 

Anthony holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ and taught in conjunction at The Wharton School of The University of Pennsylvania. Anthony earned a Bachelor degree in Finance from Michigan State's Eli Broad College of Business. 

Originally from Grosse Pointe; now living in Royal Oak, Anthony has been with Merrill's Bloomfield Hills office since 2018.

Erika started her career servicing wealth management clients in 2011. She believes in industry leading service while proactively anticipating the needs of the client. Her role is to focus on operational excellence and quality service. Erika is a graduate of John Carroll University. She, her husband, and their daughter live in Clawson with their dog Cooper. When she is away from office she enjoys golf and attending sporting events.

Lauren started her career in wealth management at Merrill in 2019. Her role is dedicated to providing excellent, quality service for all client needs. Lauren holds her FINRA Series 7 and Series 66 registrations as a Registered Wealth Management Client Associate. She graduated from Michigan State University in 2019 with a Finance degree from the Eli Broad College of Business. In her spare time, Lauren enjoys traveling and spending time with her family and friends.

Audrey joined Merrill Lynch Wealth Management in 2021, after a career in Real Estate. She is conscientious, professional and quick to respond to requests of all kinds. She strives to make every client contact a positive experience.

*Audrey does not provide tax advice in her current role with Merrill Lynch Wealth Management.