Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I work with the Locniskar Pursel Bucher Biddinger Nienberg Rochow Group, a wealth and investment management team at Merrill Lynch Wealth Management.
I have over 10 years of experience and help clients streamline the complexities of wealth.
We work with individuals, business owners, executives, and families spanning multiple generations, throughout the country, all who have specialized needs and compelling opportunities.
I provide client families customized advice and guidance in investment management, wealth planning, liquidity event strategies -pre and post, concentrated stock strategies, life insurance solutions, and philanthropic, trust and estate planning services.
Clients are supported by the resources of a global firm, including strategies ordinarily reserved for the world's large institutions, which are customized to advance each client's goals.
Our team works with a limited number of clients, enabling us to focus our time, training, and passion on providing you and your family personalized services and guidance for all aspects of your financial life.
John holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute™.
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 email@example.com if our concierge style of wealth management suits your financial needs.
University of Michigan System
Our experts examine the forces that are changing the world – and how they may impact your life
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 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.