Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Michael has been a Wealth Management Advisor with Merrill for 30 years. His focus is on developing strategies and making recommendations for high-net-worth families, their businesses, and organizations to help them meet their short- and long-term financial goals.
Michael’s planning based approach to wealth management is consultative and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s growth and income expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement concerns, business continuity and transition planning, estate planning services and philanthropic goals.
Michael graduated from the University of Michigan in 1986, with a B.A. in psychology and concentration in business. He is an active leader in the community. Some of his outside activities include serving as a Trustee on the Grosse Pointe Farms Foundation, announcing Grosse Pointe South High School Girls Varsity Soccer games and being a past president of the Detroit Athletic Club. Michael and his wife, Tamra, live in Grosse Pointe, Michigan, with their two daughters.
*Asset allocation does not ensure profit or protect against loss in declining markets.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
University Liggett School
University of Michigan
University of Richmond
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.
Wealth Management Banking Specialist
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 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.
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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 will work to help you stay on track, regardless of what the markets are doing.
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.