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The Jennings Wohl Group

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The Jennings Wohl Group

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Merrill Lynch
Wealth Management

We can help you develop a wealth management approach designed to help your assets last through your lifetime and to pursue your desired retirement lifestyle.

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The Jennings Wohl Group

As the world faces unprecedented challenges from the coronavirus, the Jennings Wohl Group is proud to work for a company dedicated to supporting local communities in need. Bank of America Merrill Lynch has committed $100 million to help increase medical response capacity, address food insecurity, increase access to learning as a result of school closures, and provide support to the world’s most vulnerable populations.

Headquartered in Farmington Hills, Michigan, the Jennings Wohl Group works with a select group of accomplished clients, streamlining the complexities that significant wealth can entail. The team advises clients throughout the United States, assisting multiple generations in growing, preserving and transferring wealth effectively. Keenly attuned to each client’s unique priorities and aspirations, the team’s advisors begin each relationship by distilling a family’s intent for its wealth, grounding its work in that singular vision. They then design and implement highly tailored programs that leverage the team’s distinctive skills and strengths, helping families realize their deeply-held goals.

Philosophy

The Jennings Wohl Group

Headquartered in Farmington Hills, Michigan, the Jennings Wohl Group works with a select group of accomplished clients, streamlining the complexities that significant wealth can entail. The team advises clients throughout the United States, assisting multiple generations in growing, preserving and transferring wealth effectively. Keenly attuned to each client’s unique priorities and aspirations, the team’s advisors begin each relationship by distilling a family’s intent for its wealth, grounding its work in that singular vision. They then design and implement highly tailored programs that leverage the team’s distinctive skills and strengths, helping families realize their deeply-held goals.

Team founders Jennifer Jennings and Donny Wohl have spent their careers focused on the unique needs of families, providing them with insight into the opportunities and challenges that arise. The team advises a number of entrepreneurs, business owners and other professionals, advancing a holistic approach that smooths the intersection of personal and professional wealth. Adept in analyzing both sides of a client’s balance sheet, the team seeks to capitalize on efficiencies and remedy gaps, integrating the extensive resources of Merrill and Bank of America. Clients look to the team for timely information and in-depth analysis during critical crossroads in their financial lives. Moreover, the team helps to advance cohesive strategy and tactics across a client’s professional network. Working in concert with a client’s external tax and legal advisors, the team advances sound communication, timely collaboration and unified strategy. As trusted advisors to an intimate circle, Jennifer and Donny also help discern and share best practices, enabling clients to benefit from the first-hand experiences of like-minded peers.

Capabilities

Our  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 investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Focus On Individuals and Families

We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:

  • 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

 

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.

Daniel Aaron Wohl

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

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.

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.

Andrew Stamper

Andrew Stamper

Trust Specialist

Bank of America, N.A.

Corey Friedrich

Corey Friedrich

Wealth Management Banking Specialist

Merrill Lynch

Paul P Salloum

Paul P Salloum

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #533745

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.

      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.


      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.

      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.