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ANN ARBOR, MI

Merrill Lynch Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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About Us

The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

We provide transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our Branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that is necessary to permit frank discussions on a wide range of individual, multi- generational and business needs. Let’s discuss how our branch and the wide array of services we offer may benefit you.

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill Lynch location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

The advisors in our Branch focus on high- and ultra-high-net-worth clients. We constantly look for opportunities to add value to clients’ short- and long-term financial needs. We work to help create customized personal and business wealth management investment strategies for our clients. We take pride in diligently, thoughtfully and quickly responding to questions and complexities. Our client relationships are built over many years and many visits, giving us in-depth insight into how to address financial concerns from clients’ perspectives.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill Lynch’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

The AD Group

Wealth Management Group

The JNHagar Group

Wealth Management Advisors

Leonard J Mattson

Vice President

Senior Consultant

Subramanian Ramamurthy

Vice President

Wealth Management Advisor

CRPC

Kevin C Ackroyd

Senior Vice President

Wealth Management Advisor

W. Rob Juergens

Senior Vice President

Wealth Management Advisor

CFP, ChFC, CIMA, CLU, CPM, CPWA, CTFA

Mark A Mueting

Senior Vice President

Resident Director

CIMA, CPWA

Mary K Huff-Earnest

Vice President

Senior Financial Advisor

CRPC

Bruce A Pickard

First Vice President

Senior Financial Advisor

Mary E Nolan

Financial Advisor

CRPC, CTFA

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced financial 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.

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Financial Advisor, you should consider the opportunity to become one yourself.

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Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.

Access to Resources

Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.

Grow & Learn

Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch