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.
Business complexities require sophisticated financial approaches, and advisors from our branch offer advice and guidance in the areas of liability management, tax minimization strategies, concentrated stock positions, hedging and liquidity possibilities. Our advisors understand the emotional and financial issues of closely held businesses, and can also provide access to specialists from Bank of America who can provide assistance with succession planning and wealth transfer, short- and long-term capital expansion needs, equipment and site financing.
Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
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.
As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
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.
Assistant Vice President
Wealth Management Advisor
Senior Vice President
Wealth Management Advisor
Merrill Lynch, Market Executive, Greater Detroit Market. With 20 years of experience at Merrill Lynch, he has held a variety of leadership roles. Prior to his current role, He was the Market Executive for the Ohio/Michigan Complex. Dave also served as Chief Operating Officer of the Mid East Division and Michigan Division for Merrill Lynch prior to his role as Market Executive; Dave received his undergraduate degree in Business-Finance from San Jose State University. He resides in Birmingham, Michigan with his wife, Jennifer and their three children.
Chris joined Merrill Lynch as an Administrative Manager in 2014 after spending the previous 8 years at Charles Schwab. He has held various roles in Compliance and Operations throughout his 12 years in the industry. In his current role, Chris is responsible for daily risk oversight for the Greater Detroit Market, minimizing risk exposure while implementing a solutions-based approach to accomplishing the goals and objectives of clients and financial advisors. He is a graduate of Florida State University with a B.A. in management. Chris also holds Series 7, Series 63, Series 66, Series 9, Series 10, and Series 3 FINRA registrations. Chris and his wife Jessica live in Troy, Michigan along with their two children.
Noreen began her career with Merrill Lynch in 1986 and spent more than 23 years as a Financial Advisor. She later added a few years of personal banking and administrative work to add to her industry experience. She returned to Merrill Lynch in 2012 and is currently an Administrative Manager for the Greater Detroit Market. Noreen graduated from Hillsdale College with a Bachelor’s degree in Business and Biology and earned a Master’s degree in Finance from Walsh College. She has been married to her husband Jim for 25 years, has four children, and resides in Clarkston MI.
Will joined Merrill Lynch in 2017 after spending the previous four and a half years at Charles Schwab. Originally coming to Merrill Lynch as a Financial Advisor before moving into the Associate Client Relationship Manager role. Will graduated Arizona State University with a B.A. in Political Science. Will also holds his Series 7, Series 63, Series 66, Series 9 and Series 10 FINRA registrations.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.
Mar 24th, 2020 | 7:30PM-8:30PM EDT
Are you interested in launching a career as a Financial Advisor? Hear firsthand from some of our women advisors and learn how you can build a successful career through our development program.
In this interactive webcast our team will:
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.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
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.
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.
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.