Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
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.
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.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #206221
GVSU's Pew Campus, L William Seidman Center, Forum A, 50 Front St SW, Grand Rapids, MI
January 11th, 2023|8:00 AM
We are excited to welcome you back in person to our tradition of quarterly investment breakfasts. We will kick off 2023 by hearing from Brian Miller from J.P. Morgan.
Wednesday January 11, 2023
GVSU’s Pew Campus
L. William Seidman Center, Forum A (on main level)
50 Front Street SW, Grand Rapids, MI
Parking is available in the GVSU Fulton Lot.
Frederik Meijer Gardens, 1000 E Beltline Ave NE, Grand Rapids, MI
January 26th, 2023|8:00 AM
Join us for the 2023 West Michigan Retirement Plan Fiduciary Summit
The Howell & Sharp Group is pleased to once again host the West Michigan Retirement Plan Fiduciary Summit. This event will be an educational morning that’s designed to help plan sponsors become better prepared to face their fiduciary duties. The information is relevant for any business owner, CFO, or HR professional of any plan size.
During this event, we will cover:
· The Evolving Landscape of Cyber Security
· ESG Investing in Retirement Plans
· Insights from an ERISA Attorney
· Essential ERISA Education
· Best Practices for Plan Benchmarking
January 26, 2023
Time: 7:30 am registration & breakfast
8 am speakers begin
Location: Frederik Meijer Gardens
1000 E Beltline Ave NE, Grand Rapids, MI
https://goto.webex.com/goto/onstage/g.php?MTID=e65974aa5e7066d77c2096dc55c074760
March 20th, 2023|2:00 PM EST
You’re invited to a virtual event:
Top DC Trends and Developments
With guest speaker Ben Rizzuto from Janus Henderson
Please feel free to share this invitation with any colleagues you think may be interested in this topic.
For more information:
Call Sammy Salas-Salinas at 616.774.4296 or email sammy.r.salas-salinas@ml.com
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By 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 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.
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.
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