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Merrill Lynch
Wealth Management
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Profile
My mission is to help create financial outcomes that enable positive change in the lives of the clients I serve. Many people do a good job accumulating wealth but need guidance to keep it throughout their lives. I work with professionals, business owners and their families to help build, manage, preserve and transfer wealth based on their unique financial circumstances. The emphasis on goals based Wealth Management and focused strategies, rather than simply managing money drives my approach to serving client needs. I offer clients a complete set of services that spans and integrates three broad disciplines: Wealth management – Prioritizing all of your goals and creating a plan to pursue the outcomes you expect in investments, asset preservation, retirement and estate planning. Investments – Designing portfolio strategies to help achieve the outcomes identified in your wealth management plan. Lending and Credit – expanding the possibilities by integrating common sense borrowing opportunities through access to Bank of America with client business, personal and investment goals.
Earning people’s business requires time, understanding and a compelling value proposition. Experiencing the same life challenges as many clients, such as marriage, divorce, job changes, parenting, caring for elderly parents, estate settlement, and retirement planning, drives my commitment and focus to serve them.
I joined Merrill’s Bloomfield Hills branch in 2013. I am backed by what I feel is the best organization in the industry and have the energy, skill, and passion to deliver the best service possible to clients and their families.
How do I deliver the best possible service to you? Commitment and Focus: Working with businesses, individuals and families like yours is my only business. At your direction, I coordinate with your attorneys, accountants and other advisors to formulate and implement your personalized wealth plan. Knowledge: A deep understanding of the financial disciplines that matter to you, including asset preservation, tax minimization strategies and concentrated stock management, personalized credit services as well as, philanthropic and trust services. Exclusivity: I serve a select group of clients with needs and challenges similar to yours. I make myself available weekdays, evenings and Saturday mornings to meet by appointment. Access: Clients have access to multiple opportunities and investments including; managed account programs, private equity, business succession services, exclusive investor conferences, expansive market research and much more.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Hillsdale College Alumni Board . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
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LANGUAGES
English
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EDUCATION
Hillsdale College
Wayne State University
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ferris Moukalled
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #563197
Nicholas A. Beilfuss
Wealth Strategist
Merrill
Robert Hinnant
Alternative Investments Regional Specialist
Bank of America, N.A.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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