Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
250 Monroe Avenue Nw
Grand Rapids, MI 49503
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Amy joined Merrill in 1986 as one of the pioneering members of the team. Amy has worked with clients through many market cycles and has provided innovative ideas in the ever changing world of investments. Amy’s approach to Wealth Management is consultative as she focuses upon her clients goals to help them pursue the financial lifestyle that is most meaningful to them.
Amy is approved as a Portfolio Manager within the Merrill Investment Advisory Program. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party strategies.
Currently, Amy serves as a trustee for the Grand Rapids Public Library Foundation. She is the former President of Mind Meets Music a local literacy focused nonprofit and works with Kent County as a member of the Officer’s Compensation Committee. She was the first female to serve on the board of Blythefield Country Club. Through the years Amy has been involved with numerous non-profit agencies including; Grand Rapids Jaycees, Habitat for Humanity, Girl Scouts and Grand Rapids Association for the Blind and Visually Impaired.
Grand Valley State University
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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.
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.