Cary N. Wieting

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Recognition

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

Cary N. Wieting

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Profile

Cary began his career as a financial advisor in 1983. As a Senior Financial Advisor, Cary provides his clients with over 36 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, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, and Merrill Lynch Wealth Management model portfolios. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill Lynch Wealth Management 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 named to Forbes “Best-in-State Wealth Advisors” list in 2018 and 2019.*

Cary is a member of the Board of Directors for the Rehabilitation Institute of Michigan Foundation. He was recently 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 35 years and has two adult children Julia (30) and Harrison (28). He enjoys spending non-working hours with family and friends pursuing activities such as snow skiing, fishing, golfing, running, hiking, dining, and reading.



*Asset allocation does not ensure profit or protect against loss in declining markets.

*Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.



  • LANGUAGES

    English

  • EDUCATION

    University of Michigan

  • AWARDS

    Forbes' "Best-in-State Wealth Advisors" list in 2018

    Forbes "Best-in-State Wealth Advisors"

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.

Tiffany Glidden-Rude

Tiffany Glidden-Rude

Retirement Specialist

Andrew Stamper

Andrew Stamper

Trust Specialist

Corey Friedrich

Corey Friedrich

Wealth Management Banking Specialist

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

Welcome

Our mission is to serve a select group of business owners, professionals, and private families who want to pursue and maintain financial independence. It is important to us that you have a clear picture of your financial well-being and that you reach your desired goals. Our principals are to provide objective advice, maintain integrity, competence, fair treatment, privacy, professionalism, and diligence. We strive to deliver this to you by adhering to a strict wealth management process and philosophy, employing our professional competencies and utilizing our firm's world class platforms.

Business Leadership1

 

• #1 U.S. wealth management market position across client assets, deposits and loans I

• #1 in personal trust assets under management J 

• #1 in Barron’s U.S. high net worth client assets (2018)

• #1 in Barron’s Top 1,200 ranked Financial Advisors (2018)

• #1 in Forbes’ Top 500 America’s Top Next Generation Advisors (2018)

• #1 in Financial Times Top 401K Retirement Plan Advisers (2018)

• #1 in Barron’s Top 100 Women Advisors (2018)



1An Estimated retail consumer deposits based on June 30, 2018 FDIC deposit data. B Euromoney, 2018. C Dynatrace 4Q18 Online Banker Scorecard, Javelin 2018 Online Banking Scorecard, Dynatrace 3Q18 Mobile Banking Scorecard, and Javelin 2018 Mobile Banking Scorecard. D Forrester 2018 Banking Sales Wave: U.S. Mobile Sites. E Inside Mortgage Finance YTD 3Q18. F Largest percentage of 680+ Vantage 3.0 originations among key competitors as of October 2018. G FDIC, 3Q18. H 2018 Global Retail Banking Awards. I U.S.-based full-service wirehouse peers based on 3Q18 earnings releases. J Industry 3Q18 call reports. K The Banker, 2018. L Greenwich, 2018. M Global Finance, 2018. N Thomson Reuters, 2018. O Institutional Investor, 2018.

Philosophy

We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why I believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, I can more effectively offer my experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

Approach

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

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment I can customize financial strategies together. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

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 strategy 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 give you a sense of the full assessment and 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 strategy.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. My ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with strategies for transferring wealth to the younger generation.

Focus On Individuals and Families

I work primarily with high-net-worth individuals and families. I’ll begin by getting to know you as we explore the following seven priorities together:

  • 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

I work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill and access to the banking convenience of Bank of America as we do so.

 

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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 you stay on track to achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

    Monitoring changes in your life and to your goals
    Monitoring changes in your life and to your goals

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

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    Access to what you need, when you need it

    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

      *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. Merrill Lynch Wealth Management 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.

      Let’s Have a Conversation

      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.

      Why Merrill Lynch?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


      Merrill_Capabilities_Brochure.png  

      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.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

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

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your plan as your life and the markets change.

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