Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
ANN ARBOR, MI
Merrill Lynch Wealth Management Branch Office777 Eisenhower Plaza
Ann Arbor, MI 48108- Hours of Operation: Mon - Fri: 8:30 AM - 4:30 PMSee More Hours
- Learn more about an advisor's background onFINRA's BrokerCheck
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.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
.jpg)
About Us
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
Culture
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 we believe 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.
Community
Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill 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.
Client Commitment
The advisors in our branch focus on high- and ultra-high-net-worth clients. We constantly look for opportunities to address clients’ short- and long-term financial needs. We work to help create customized personal and business wealth management 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.
Advisors at This Location
Our deeply committed advisors call upon Merrill’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 Lindauer Wealth Management Group
Wealth Management Group
The Juergens Pickard Group
Wealth Management Advisors
Hannah Terselic
Financial Advisor
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, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.
Articles
Careers
No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.
.jpg)
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 approaches and wealth management advice, products and services.
Access to Resources
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Grow & Learn
Merrill Lynch Wealth Management 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.
Hours of Operation
Hours
Contact
Map
Contact
With FINRA'S BrokerCheck, you can find out:
- If a broker or brokerage firm is registered.
- What has been disclosed to regulators.
- About a broker's past experience.
- What a broker or brokerage firm is qualified to do.
You are leaving the Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") website and are being redirected to FINRA's BrokerCheck. The website is not owned by Merrill, Bank of America or their affiliates and is subject to separate terms and privacy policies.
You are now leaving Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill").
By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the 'Return to Website" button now to return to the previous page, or you can close the new window after you leave.