Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Sanfield Wealth Management Team was established in 2015 when I joined Merrill Lynch as a Financial Advisor and partnered with Michael Sanfield, a Senior Vice President and Wealth Management Advisor at Merrill Lynch since the early 1980s. The Sanfield team resides in Farmington Hills, Michigan, and with a combined 40 years of experience, is dedicated to a defined process by which to work with each client – consisting of establishing objectives, developing a tailored strategy, and coming together regularly to review progress towards reaching primary goals and priorities. A wealth management approach that focuses on social responsibility, sustainability, and investing with impact is also at the cornerstone of our practice.
I recognize that determining how to make sound financial decisions and addressing wealth preservation concerns can be daunting. Arming our clients with the knowledge to make the best choices for their families and/or their business is our central concern. Our aim is to introduce simplicity and clarity, and to ensure we can help you achieve the best results with the resources you have. We make sure that we’re thinking about education funding, surprise expenses in retirement, tax implications, and transition of wealth to the next generation – so that you don’t have to.
University of Michigan alum, with a B.A. in Economics, Psychology & Sociology, and a minor in French.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as ORT and other volunteer work.
University of Michigan
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Vice President, Retirement Plan Specialist
Wealth Management Lending Officer NMLS # 533745
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.