Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
John has extensive experience in wealth management for high-net worth individuals, family offices, and institutions. He focuses on wealth management, concentrated stock strategies, and philanthropic, trust and estate services.
We focus on building solid relationships with our clients who come to us for advice and guidance on their most complex financial management and investment challenges.
We offer forward-thinking insight and tactics to help design well-balanced portfolios that manage risk, seek prudent growth, and help prepare you for the unexpected.
We offer the resources of a global firm, and are privileged to serve a small group of highly successful clients. We point to our training and long-term client retention as the best testimonials to our skill and work ethic.
John holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute™. The CPWA® designation is an advanced professional certification to address the sophisticated needs of high-net worth families, and identifies individuals who completed coursework and passed a comprehensive examination covering an array of wealth management topics.
He graduated from the Stephen M. Ross School of Business at The University of Michigan, and has been in the financial services industry since joining the firm in 2009.
John is a Board Member and serves as Vice President of the Stephen M. Ross School of Business at the University of Michigan Alumni Club of Southeast Michigan.
John also serves on the boards of the Detroit Institute of Arts Founders Junior Council, and Birmingham Detroit Country Day School Alumni Club.
Call our group at 248-655-4112 or email at firstname.lastname@example.org if our concierge style of private banking suits your financial needs.
University of Michigan System
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
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.
UHNW Insurance Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Your advisor is a click away within our site or mobile apps
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.