Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 11 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 in investment management, wealth planning, liquidity event strategies, 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™.
John also holds the Certified Plan Fiduciary Advisor (CPFA) certification, administered by the National Association of Plan Advisors.
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 President of the Stephen M. Ross School of Business at the University of Michigan Alumni Club of Southeast Michigan.
He also serves on the Birmingham Detroit Country Day School Alumni Club board.
John previously served on the board of the Detroit Institute of Arts Founders Junior Council.
Call our group at 248-655-4112 or email at firstname.lastname@example.org if our concierge style of wealth management matches your financial needs.
University of Michigan System
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.
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.
Structured Credit Executive
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.