Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
I describe myself as a positive and caring person. I am driven, especially when it comes to what I am passionate about – helping others. I love being able to give my clients the confidence and security they deserve when it comes to their financial success. I do this by creating a personalized plan and strategy based on each client's specific aspirations in mind.
I have been a Financial Advisor at Merrill Lynch Wealth Management since 2019. I am joined by Global Institutional Consultant and Wealth Management Advisor, Scott Schropp, and Wealth Management Advisors Ryan Iles and Wesley Schropp. We are supported by our Client Associates: Alicia Mercier, Kevin Pieschke, Sara Rabideau, Sherry Spence, Lee Raasch, and Beth Spegel. Our goal is to help our clients achieve the best results possible, with the resources they have. We enjoy being the essential resource to the following individuals and institutions:
• Business Owners
• Affluent Individuals
As a Great Lakes Bay Region native, I received my Bachelor of Business Administration in Marketing from Northwood University, and my Associates of Business Studies and General Studies from Delta College. Outside of the office you can find me entertaining friends, working on projects at home, camping, and boating throughout Michigan.
You can learn more about my team here: https://fa.ml.com/michigan/saginaw/the_iles_schropp_group/
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.
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
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.