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TROY MI

Merrill Lynch Wealth Management Branch Office

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

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Branch Office Profile

About Us

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.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, the 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

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning 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.

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.

Griffin D Nienberg,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Michael F Ottaway,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Ronnie Jallad,

CFP,

CPFA

Senior Vice President

Wealth Management Advisor

Marie A Vanerian,

CPFA,

C(k)P,

MIC,

CIMA

Managing Director

Wealth Management Advisor

Susan M Reck

Senior Vice President

Wealth Management Advisor

Christopher George Malley,

CFP

Senior Vice President

Wealth Management Advisor

Dean Janceski,

CPFA

Senior Financial Advisor

Edwin T Berg

Vice President

Senior Financial Advisor

Jason May,

CPFA

Senior Vice President

Senior Financial Advisor

Office Team

Noreen Mckillop| Market Supervision Manager| Vice President

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.


 

Let’s Have a Conversation

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.

Events

June 26th, 2024 | 5:00AM-6:00PM EST


Merrill Financial Solutions Advisor Info Session

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide.  You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. 

 

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey.  Join us for an informational session to learn more!


Merrill Financial Solutions Advisor Info Session

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide.  You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. 

 

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey.  Join us for an informational session to learn more!

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Careers 4

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.

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.

Learn more about careers at Merrill Lynch Wealth Management