The Serra Group

Merrill Lynch Wealth Management
39001 W 12 Mile Rd
Farmington Hills, MI 48331
(248) 488-5404
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Serra Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Videos
Insights, observations, and ideas to help you in your pursuits of your financial goals.
Important Video Disclosures
We mean business
Recognition
Phillip Serra
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2018
(Published on March 12, 2018. Rankings based on data as of September 30, 2017.)
Click here to learn more about advisor recognitions
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Tuesday, May 14th 2024| 5:30 PM EST - 7:30 PM EST
Alternative Investment Update with Oaktree Wealth Solutions, Nuveen and Blackstone

Senior resources from Blackstone, Nuveen and Brookfield Oaktree will cover all aspects of private market investing – private REIT's, private equity, private credit and private infrastructure.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
Register
Sunday, June 16th 2024| 6:00 PM EST - 8:30 PM EST
Car Wars with John Murphy

John Murphy, lead U.S. auto analyst for BofA Global Research, will present Car Wars to share his perspective and outlook on the dynamics of the U.S. automotive industry. Car Wars is an annual proprietary report conducted by BofA Global Research to quantify industry product trends and assess the relative strength of automakers' product pipelines in the United States as it relates to investment decisions.

Register
Monday, August 5th 2024| 9:00 AM EST
Save the Date-Annual Financial Boot Camp

You're invited to an educational seminar: FINANCIAL BOOT CAMP

A Financial Boot Camp targeting young adults with a panel of guest speakers discussing better money habits

Meet Our Team
Phillip Serra, CFP®
Managing Director, Wealth Management Advisor
248.488.5404
Toria A Cooper
Assistant Vice President, Wealth Management Associate
248.488.5405
Rachael Butler Headshot Image
Rachael Butler, CRPC™
Financial Advisor
248.488.5455
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.
Craig Sutherland
Enterprise Relationship Specialist
Nicholas A. Beilfuss
Wealth Strategies Advisor
Mark Sullivan
Alternative Investments Regional Specialist
Insights
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.