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Mizzi Becker Collins Grose Group

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Merrill Lynch
Wealth Management

Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

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My team and I will help you fulfill your vision for your family's financial future.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Joseph F Mizzi

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Christopher M Mizzi

Forbes “America’s Top Wealth Management Teams Private Wealth” 2023 and 2024
Published annually in November. Rankings based on data as of March 31 of current year.

Brock M Becker

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Michael James Collins

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Anthony C Grose

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Susan E Boehmer

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Shannon Setlock

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Sidney Sparks

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Click here to learn more about advisor recognitions

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Mizzi Becker Collins Grose Group

The Mizzi Becker Collins Grose Group is a multi-generational group of professionals with both experience and integrity.  The original team was founded by Joseph H. Mizzi Sr. nearly 60 years ago.  Joseph F. Mizzi and Christopher Mizzi worked alongside their father for many years as one of the first teams at the Merrill Dearborn office.  Joseph Mizzi’s Son-in-law Brock Becker continued the family legacy, joining the team in 2003.  In keeping with the team’s philosophy of continuing to build connections across generations, the team welcomed Merrill colleagues, Anthony Grose and Michael Collins to the group in 2015.  Together we maintain a mission of putting clients first by building relationships and maintaining a service model that fits our clients individually. 

Our team has an unparalleled commitment to service.  Meeting face-to-face with clients during the year and maintaining an open and regular communication schedule, Mizzi Becker Wealth Management is able to maintain a proactive approach.  Being available to meet clients’ financial needs from both a personal and business perspective has been the key to our success in maintaining meaningful long term relationships and client satisfaction.  We are genuinely interested in our clients’ personal and financial wellbeing and it is reflected in our everyday business model and process.

Clients can benefit from a team with over 100 combined years of experience and knowledge in the financial industry.  Each team member plays a unique and specialized role in our business.  As Portfolio Managers in the Merrill Investment Advisory Program, Joe and Chris Mizzi can help clients pursue their objectives by managing on a discretionary basis their own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. We are able to reach beyond client expectation by providing access to a distinct menu of services.  Our team has experience working alongside Bank of America Wealth Management Lending Officers for credit lending needs.  Brock Becker works with our not-for profit clients and small business owners, providing assistance with 401(k), SEP profit sharing plans, operating accounts and investment needs.  Anthony Grose is the team leader in developing relationships with existing clientele and seeking new opportunity within the community.   Our team of three client associates excel at maintaining client relationships and take a proactive approach to customer service.

Progress has always been the cornerstone to our success.  We pride ourselves in being first to adopt new investment strategies, technology and product platforms.  Through continuing our education and actively seeking the most current professional designations, we are able to provide clients with the most up to date research, information and insight.  We take great satisfaction in the business we have built and look forward to sharing our success with you.


*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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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    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      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 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.

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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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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.