Top Wealth Advisors in Greater Detroit Area
Lynn Myernick
Sr. Wealth Advisor
Greater Detroit Area
Sr. Wealth Advisor
Vice President - Private Banker
Vice President - Loan Syndications
Assistant Vice President - Commercial Lender
Walsh College of Accountancy and Business Administration
Walsh College
Northwestern Michigan College
Recommendations: 0
Asset Managment
Wealth Management
Portfolio Management
Strategic Financial...
Investment Management
Asset Management
Credit
Wealth Management...
l****[email protected]
Michael Acho
Private Wealth Advisor
Greater Detroit Area
Private Wealth Advisor
University of Notre Dame - Mendoza College of Business
University of Michigan - Stephen M. Ross School of Business
Recommendations: 0
Financial Advisory
Risk Management
Asset Management
Estate Planning
Retirement
Insurance
Securities
Wealth Management
m****[email protected]
Hope Landgraff
Commercial Lender
Greater Detroit Area
Commercial Lender
Middle Market Commercial Lender
Senior Vice President/Director Private Bank
Senior Relationship Manager
Wealth Advisor
Senior Private Banker
Michigan State University
Recommendations: 0
Commercial Lending
Estate Planning
Commercial Banking
Loans
Credit
Portfolio Management
Credit Analysis
Wealth Management
h****[email protected]
Christopher T.R. Letts
Second Vice President, Wealth Advisor
Greater Detroit Area
Second Vice President, Wealth Advisor
Brother Rice
Michigan State University
Recommendations: 0
c****[email protected]
Brian Stone
Wealth Advisor
Greater Detroit Area
Wealth Advisor
Executive Recruiter
Financial Advisor
Financial Advisor
Financial Advisor
Account Manager/Recruiter
Northwood University
Edsel Ford
Recommendations: 0
Series 7, Series 66, Life & Health Insurance License
Commodities & Futures Trader
Investments
Applicant Tracking Systems
Recruiting
Talent Acquisition
Strategic Financial Planning
Insurance
b****[email protected]
Steven Bliss, CFP®, APMA
Founder & Private Wealth Collaborator
Greater Detroit Area
Founder & Private Wealth Collaborator
Private Wealth Advisor
Foundation Board Chair
Private Wealth Advisor
Field Vice President
College for Financial Planning
College for Financial Planning
Michigan State University
Recommendations: 0
Financial Advisory
Wealth
Retirement Planning
Series 7
Wealth Management
Strategic Financial Planning
Retirement
Investment Advisory
b****[email protected]
b****[email protected]
Todd Holquist
Wealth Advisor
Greater Detroit Area
Wealth Advisor
Investment Specialist
Vice President & Investment Advisor
Wayne State University
Recommendations: 0
t****[email protected]
Kelli Saperstein Anderson
Director, Wealth Management
Greater Detroit Area
Director, Wealth Management
Wealth Advisor
Director of Operations
Director of Process Development
Financial Advisor
University of Michigan
London School of Economics and Political Science
Recommendations: 0
Asset Allocation
Fixed Income Analysis
Strategic Financial...
Portfolio Management
Investment Advisory
Life Insurance
Series 65
Fixed Income Portfolio...
k****[email protected]
Suzanne CFP®
Wealth Advisor
Greater Detroit Area
Wealth Advisor
Senior Portfolio Manager
Financial Advisor
Vice President
Recommendations: 0
s****[email protected]
Timothy ChFC
Wealth Advisor
Greater Detroit Area
Wealth Advisor
Financial Advisor
University of Michigan
Bishop Foley Catholic High School
Recommendations: 0
Investments
Investment Advisory
Estate Planning
Strategic Financial...
Series 7
Mutual Funds
Investment Strategies
Fixed Annuities
t*****@proadvisorgroup.net
Vincent Mastrovito, CBEC®
Owner & Wealth Manager
Greater Detroit Area
Owner & Wealth Manager
Wealth Strategy & Creation Specialist | Wealth Manager
Wealth Advisor
Lansing Community College
Recommendations: 0
Wealth Management
Investments
Series 65
Wealth Accumulation
Wealth Preservation Planning
529 Plans
Life Insurance
Simple IRA
v****[email protected]
William Knudsen
Wealth Advisor
Greater Detroit Area
Wealth Advisor
Investment Team Leader
Financial Advisor
Investment Team Leader
Sales Associate
The Ohio State University
Recommendations: 0
Securities
Investments
Financial Services
Finance
FINRA
Wealth
Insurance
Retirement Planning
w****[email protected]
Matthew Ran
Wealth Advisor
Greater Detroit Area
Wealth Advisor
Wealth Analyst
Assistant Program Director
Landsports Director
Intern
University of Southern California
The London School of Economics and Political Science (LSE)
Michigan State University
Andover High School
Recommendations: 0
Investments
Financial Planning
Asset Management
Portfolio Management
Series 7
Series 66
Financial Analysis
Estate Planning
m****[email protected]
m****[email protected]
Evelyn N. MacIntyre, CFP®
Wealth Advisor
Greater Detroit Area
Wealth Advisor
Senior Advisor & Chief Compliance Officer, Capelli Financial Services, Inc.
Oakland University
Recommendations: 0
Personal Financial Planning
Investment Management
Asset Allocation
Estate Planning
Retirement Planning
Compliance
Leadership
e****[email protected]
Robert G. Levy
Senior Vice President - Wealth Management | Portfolio Manager | Wealth Advisor
Greater Detroit Area
Senior Vice President - Wealth Management | Portfolio Manager | Wealth Advisor
Senior Vice President - Investments
Vice President
Recommendations: 0
Asset Managment
Securities
r****[email protected]
Charles Dabrowski
Wealth Advisor
Greater Detroit Area
Wealth Advisor
Attorney
Law Clerk
Law Clerk
Law Clerk
Project Assistant
Chicago-Kent College of Law, Illinois Institute of Technology
Wayne State University Law School
University of Michigan
Recommendations: 0
Legal Research
Mergers & Acquisitions
Management
Tax
Legal Advice
Public Speaking
Wealth Management
CRM
c****[email protected]
Matthew G. Kopmeyer, CFE
Founder and CEO
Greater Detroit Area
Founder and CEO
Director
Private Wealth Advisor
Private Wealth Advisor
Manager, Consulting Group / Director, Information Technology
Sales Associate / Director of Sales & Marketing
Commercial Real Estate Consultant
Partner, Director of IT/MIS
Valparaiso University
Detroit Catholic Central High School
Recommendations: 0
Due Diligence
Financial Analysis
Start-ups
Business Planning
Investments
Analytics
Cash Flow
Banking
m****[email protected]
m****[email protected]
Maurice Miller Jr. CFP®
Wealth Advisor
Greater Detroit Area
Wealth Advisor
Financial Consultant
Branch Financial Advisor
Licensed Financial Consultant
Broker & Client Support/Estate Resolution
Oakland University
Bowling Green State University
Cleveland State University
Recommendations: 0
m****[email protected]
Nave Grewal
Wealth Advisor, Vice President
Greater Detroit Area
Wealth Advisor, Vice President
Member
Member
Banker
Branch Manager, Vice President
General Sales Manager
Northwood University - DeVos Graduate School
York University
Recommendations: 0
Banking
Credit
Finance
Financial Analysis
Loans
Management
Portfolio Management
Strategy
