As a multi-generational legacy team, we help client families streamline the complexities of significant wealth. We’ve built our team to provide continuity and connectivity across life stages and priorities. Our structure and approach nurture each family’s long-term legacy through customized advice and guidance.
Meet the Team
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
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Since he joined Merrill in 1970, Dana has built an investment group with extensive experience in wealth management for high-net-worth individuals, family offices and institutions. Dana focuses on wealth management, concentrated stock strategies, philanthropic planning, trust and estate planning services.
He has been recognized by Forbes in its list of “America’s Top Wealth Advisors” in 2016-2023 (2023 published in April. Rankings based on data as of June of 2022. Years pre-dating 2023, published annually Aug – Oct. Rankings based on data as of March – June of current year.), "Best-in-State Wealth Advisors" in 2018-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), "America's Top Wealth Management Teams Private Wealth" in 2022-2023 (*Source: The Forbes "America's Top Wealth Management Teams Private Wealth", published annually in November. Rankings based on data as of March 31 of the current year) and “Best-in-State Wealth Management Teams” in 2023 (*Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022) as a member of the Locniskar Pursel Bucher Biddinger Group; Barron’s magazine in its list of Top 1,200 Advisors in 2009-2023 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually February - March. Rankings based on data as of September 30 of prior year); and the Financial Times in its list of "400 Top Financial Advisers" (FT400) in 2013, 2014, 2017, 2019 and 2020 (*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year).
Dana serves on the boards of the Community Foundation for Southeast Michigan, City Year Detroit and Teach for America Detroit. He is Trustee Emeritus of Detroit Public Television and the Futures Foundation. Dana is a member of the Robert H. Tannahill Society Estate Planning Council of the Detroit Institute of Arts, United Way of Michigan Alexis de Tocqueville Society and the National Association of Charitable Gift Planners. He is also a member and the founding president of The Planned Giving Roundtable of Southeast Michigan. Dana is an avid volunteer for more than 25 years with Cornerstone Schools.
He and his wife, Christine, currently reside in Birmingham, Michigan.
*2023 published in April. Rankings based on data as of June of 2022. Years pre-dating 2023, published annually Aug – Oct. Rankings based on data as of March – June of current year.
Forbes “America’s Top Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published annually in November. Rankings based on data as of March 31 of the current year.
Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually February – March. Rankings based on data as of September 30 of prior year.
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year.
The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. All rights reserved.
Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents
Tom began his career at Merrill in 1983. He works closely with affluent individuals, families, and institutions to create customized wealth management strategies and advice. Tom’s longevity with Merrill has given him unusual insight into the depth of resources and cross-functional capabilities of the firm. He is particularly adept at marshaling the firm’s resources to advance client interests.
Within the team, Tom is responsible for defining and delineating client priorities, objectives, and risk thresholds. He has significant experience in investment management, and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. Together with the senior members of the group, he contributes to the management of the team’s proprietary investment programs.
He has been recognized by Forbes in its list of "Best-in-State Wealth Advisors" in 2020-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), "America's Top Wealth Management Teams Private Wealth" in 2022-2023 (*Source: The Forbes "America's Top Wealth Management Teams Private Wealth", published annually in November. Rankings based on data as of March 31 of the same year) and "Best-in-State Wealth Management Teams" in 2023 (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.) as a member of the Locniskar Pursel Bucher Biddinger Group; and Barron’s magazine in its list of Top 1,200 Advisors in 2014-2017 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year).
Tom holds a B.A. from the University of Michigan, where he was captain of the golf team.
Tom is actively involved in the community. He is Past President of Detroit Golf Club and former Chairman of the Membership Committee. Tom is also a former board member of First Tee of Michigan, a community outreach program that seeks to promote character, values and education for youths of all backgrounds through the game of golf. He also serves on the Michigan board of the American Cancer Society, Inc. and he was named a Notable Nonprofit Board Member by Crain's in 2021.
Tom has four children. He and his wife, Val, reside in Bingham Farms, Michigan.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published annually in November. Rankings based on data as of March 31 the same year.
Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
Matt joined Merrill in 1983. As a Private Wealth Advisor, he focuses on addressing the investment objectives and wealth management needs of ultra-affluent clients. He has particular depth in the investment markets, including equities, fixed income, and alternative investments.
Within the team, Matt is responsible for directing our investment management offerings. He develops customized financial strategies for clients, based upon their risk tolerance, asset mix, cash flow needs, and time horizons. Matt implements these strategies through asset allocation modeling and portfolio analytics, while overseeing day-to-day investment operations.
Matt also directs the development and management of the team’s proprietary investment model. He manages structured products, syndicate and initial public offerings for the team. He holds the Chartered Retirement Planning Counselor,™ CRPCTM designation.
He has been recognized by Forbes in its list of "Best-in-State Wealth Advisors" in 2020-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), "America's Top Wealth Management Teams Private Wealth" in 2022-2023 (*Source: The Forbes "America's Top Wealth Management Teams Private Wealth", published annually in November. Rankings based on data as of March 31 the same year) and "Best-in-State Wealth Management Teams" in 2023 (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022).
Matt holds a B.A. in Business from Michigan State University. Matt is active in various community groups. He has served on the board of the Friends of the Detroit Film Theatre, and is a former member of the finance committee of the Detroit Athletic Club.
Matt and his wife, Michele, have two sons, Matt and Ben, and currently reside in Troy, Michigan.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published annually in November. Rankings based on data as of March 31 the same year.
Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Matt joined Merrill Lynch Wealth Management in 2006, and became a part of the group in 2007. He earned a bachelor’s degree in economics and mathematics from Eastern Michigan University. Matt brings his market and economic knowledge to the group and is responsible for analyzing client portfolios, helping clients create financial strategies and making recommendations designed to enhance client return while striving to minimize risk.
He holds the Certified Investment Management Analyst (CIMA®) designation.
He has been recognized by Forbes in its list of “Top 250 Next-Generation Wealth Advisors” in 2017-2019 (*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year), “Top Next-Generation Wealth Advisors Best-in-State” in 2019 (*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published on September 4, 2019. Rankings based on data as of March 31, 2019), “Best-in-State Wealth Advisors” in 2022-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year),"America's Top Wealth Management Teams Private Wealth" in 2022-2023 (*Source: The Forbes "America's Top Wealth Management Teams Private Wealth", published annually in November. Rankings based on data as of March 31 the same year) and "Best-in-State Wealth Management Teams" in 2023 (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022) as a member of the Locniskar Pursel Bucher Biddinger Group.
He and his wife, Amanda, have three young children. Matt enjoys spending time with his family at their home in Bloomfield Hills, Michigan.
*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published on September 4, 2019. Rankings based on data as of March 31, 2019.
Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published annually in November. Rankings based on data as of March 31 the same year.
Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Griffin began his career at Merrill in 2010. He provides high-net worth clients with sophisticated wealth management strategies designed to help them achieve their goals while managing risk. He earned his bachelor’s degree in management, with a minor in finance, from Purdue University, where he was the captain of the tennis team his senior year.
He holds the Chartered Retirement Planning Counselor™, CRPC™ designation.
He has been recognized by Forbes in its list of “Best-in-State Wealth Advisors” in 2022-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), "Top Next-Generation Wealth Advisors Best-in-State" in 2022-2023 (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year), "America's Top Wealth Management Teams Private Wealth" in 2022-2023 (*Source: The Forbes "America's Top Wealth Management Teams Private Wealth", published annually in November. Rankings based on data as of March 31 the same year) and “Best-in-State Wealth Management Teams” in 2023 (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022) as a member of the Locniskar Pursel Bucher Biddinger Group.
Griffin enjoys golf, squash and tennis. He and his wife, Jenny, reside in Birmingham, Michigan, with their three children, Cooper, Charlie and Tatum.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published annually in November. Rankings based on data as of March 31 the same year.
Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
John has extensive experience in wealth management for high-net worth individuals, family offices, and institutions. He focuses on wealth management, concentrated stock strategies, and philanthropic, trust and estate services.
John holds the Certified Private Wealth Advisor® (CPWA®) certification and has a focus on addressing the sophisticated needs of high-net worth families. He has also earned the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMATM designation.
John has been recognized by Forbes in its list of “Top Next-Generation Wealth Advisors Best-in-State” in 2023 (*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published on August 8, 2023. Rankings based on data as of March 31, 2023) and "America's Top Wealth Management Teams Private Wealth" in 2022-2023 (*Source: The Forbes "America's Top Wealth Management Teams Private Wealth", published annually in November. Rankings based on data as of March 31 the same year) as a member of the Locniskar Pursel Bucher Biddinger Group.
He graduated from the Stephen M. Ross School of Business at The University of Michigan, and has been in the financial services industry since joining the firm in 2009. John is a Board Member and serves as President of the Stephen M. Ross School of Business at the University of Michigan Alumni Club of Southeast Michigan.
John also serves on the board of the Birmingham Detroit Country Day School Alumni Club, and formerly served on the Detroit Institute of Arts Founders Junior Council.
He currently resides in Birmingham, Michigan.
*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published on August 8, 2023. Rankings based on data as of March 31, 2023.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published annually in November. Rankings based on data as of March 31 the same year.
Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Matthew joined Merrill in 2015, after two years as an intern to the group. He has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized financial strategies. He has been recognized by Forbes in its list of "America's Top Wealth Management Teams Private Wealth" in 2023 as a member of the Locniskar Pursel Bucher Biddinger Group (published on November 7, 2023. Rankings based on data as of March 31, 2023).
He earned his bachelor’s degree in economics from Michigan State University. He enjoys running. He currently resides in Berkley, Michigan.
Published on November 7, 2023. Rankings based on data as of March 31, 2023.
2023 Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Trevor joined Merrill in 2015, after starting his career at Bank of America in Chicago in 2006, where he was an analyst in the Collateralized Loan Obligation underwriting group. In 2008, he joined a boutique asset management firm based in Chicago. He is a Chartered Financial Analyst® (CFA®) charterholder. He has over 10 years of financial services industry experience. He earned his bachelor’s degree in finance from The Ohio State University. Trevor’s distinguished service includes serving as a portfolio manager for proprietary strategies specific to the group, working with the advisors on asset allocation and investment selection, and ongoing markets and investment research. He is an active member of the 100 Men Club. He and his wife, Christine, reside in Royal Oak, Michigan, with their two children, Jack and Sophie.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Griffin joined Merrill in 2017. He helps the group with research and client service, getting to know the clients and their needs. In consultation with the advisors, Griffin is involved in the servicing and further development of client financial strategies. He earned his bachelor’s degree in finance and business administration from Indiana Wesleyan University in Marion, Indiana. He holds the Chartered Retirement Planning CounselorTM (CRPCTM) designation. Griffin enjoys golf and baseball. He and his wife, Alyssa, currently reside in Troy, Michigan.
Adi joined Merrill in 2014. She serves as the team’s business manager. In her role, she is a key contributor in creating strategy and ensuring execution related to multiple metrics and priorities across the team’s business plan and goal deliverables. Her primary focus is the execution of the team’s business development and marketing plans in support of the team’s growth goals. Adi earned her bachelor’s degree in communications from the University of Michigan. She holds the Chartered Retirement Planning CounselorTM (CRPCTM) designation. She is a member of the Global Wealth Investment Management (GWIM) Women’s Exchange. She is active in her Armenian community. Adi enjoys playing tennis and traveling. She currently resides in Bloomfield Hills, Michigan.
Angie began her career at Merrill as a wire operator in 1986. She served as an assistant to a district client relationship manager in 1988, rising in 1994 to become operations supervisor for the Michigan District, in Detroit. Angie joined the group in 1996. She handles all aspects of client account administration, including Rule 144 transactions and trade executions. Angie is actively involved in her local chapter of the Society of Saint Vincent de Paul. She and her husband, John, reside in Livonia, Michigan, with their two children.
Debbie joined Merrill in 1987. She was away from the firm for a brief stint in 2012 but chose to come home to us in 2013. Debbie handles all aspects of client account administration and is very experienced with managed account products and operational functions of our clients. Her excellent computer skills, organizational processes and attention to detail make her an invaluable resource for the team. She has been a mentor to many new associates and her loyalty to our firm is exemplary. She earned her associate’s degree in business studies from Delta College. Debbie is an active member of St. Perpetua Parish in Waterford, Michigan. She enjoys reading, outdoor activities and has a passion for animals. She currently resides in Davisburg, Michigan.
Jennifer began her career with Bank of America in 2008, transferring to Merrill as a Senior Operations Specialist in 2016. She joined the group in 2017. Her primary responsibilities are client relationship management and the servicing of accounts. Jennifer earned her bachelors of business administration in finance from Walsh College. She enjoys biking, hiking, fishing and gardening. Jennifer currently resides in Clinton Township, Michigan.
Sandy began her career with Merrill in 1983. She has experience in the administration of securities-based loan accounts and providing access to Bank of America’s home financing for the team. Sandy joined the group in 1989. Sandy earned an associate’s degree in Business Administration from Henry Ford Community College. She is the mother of two children. Sandy enjoys photography, cooking and scrapbooking. In her free time she volunteers for various Equestrian activities. She currently resides in South Lyon, Michigan.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Christina began working at Merrill in 2007, and joined the group in 2008. She has extensive experience in cultivating and maintaining client relationships, and takes great pride in delivering superb client service. She is also part of a team of Branch Coaches responsible for educating new client associates. Christina earned her bachelor’s degree in human resources and development from Oakland University. She is an active member of the Lake Orion United Methodist Church. She enjoys cooking and traveling. She and her husband, Eric, reside in Lake Orion, Michigan, with their two children.
Elizabeth joined Merrill in 2015. She handles administrative responsibilities for the team and key initiatives to support the principal partners. Elizabeth earned her bachelor’s degree in communications with a minor is marketing from Taylor University in Upland, Indiana. She is a member of the Merrill Women’s Exchange and Bank of America Leadership, Education, Advocacy & Development (LEAD) for Women. She enjoys visiting and spending time with her family. She currently resides in Auburn Hills, Michigan.
Mark began his career with Bank of America in 2014, serving as a teller, relationship banker, and relationship manager for the banking center in Royal Oak, Michigan. He joined Merrill in 2017. Mark is responsible for providing diligent and detailed client service and other administrative requests. He earned his associates degree in hotel management from Brownstown Community College in Jamaica. He enjoys playing cricket, fishing and reading. He currently resides in Royal Oak, Michigan.
Zack joined Merrill Lynch Wealth Management in 2018, following his internship with the group. He focuses on client account administration and support. He earned his bachelor’s degree in Business Administration with a minor in Accounting from Madonna University. Zack is a member of the Delta Mu Delta Honor Society, Kappa Gamma Pi International Honor Society and a volunteer for the Special Olympics Michigan and Lighthouse of Oakland County. He enjoys baseball, hunting and fishing. He currently resides in Detroit, Michigan.
Mickie joined Merrill Lynch Wealth Management in 1995, after starting her career at Dean Witter (now known as Morgan Stanley) in 1993. Prior to that, she worked for IBM and UCC-United Consumers Corporation in New York. She joined the group in 2022. Her primary responsibilities are client relationship management and the serving of accounts. Mickie earned her bachelor’s degree in finance from Northwood University in Midland, Michigan. She is a member of Kensington Church in Troy, Michigan. She enjoys cooking, dancing (ballet, jazz, modern) and practicing yoga. She currently resides in Troy, Michigan, with her daughter, Zoe.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Dana M Locniskar
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022 Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Barron's "Top 1,200 Financial Advisors: State-by-State" 2009-2023 Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2018-2023 Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "America's Top Wealth Advisors" 2016-2023 Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Financial Times "400 Top Financial Advisers" 2013, 2014, 2017, 2019 and 2020 Published annually Mar - April. Rankings based on data as of June 30 of prior year.
Thomas S Pursel
Forbes “America’s Top Wealth Management Teams Private Wealth” 2023 Published on November 7, 2023. Rankings based on data as of March 31, 2023.*
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022 Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2020-2023 Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2017 Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Matthew J Bucher
Forbes “America’s Top Wealth Management Teams Private Wealth” 2023 Published on November 7, 2023. Rankings based on data as of March 31, 2023.*
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022 Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2020-2023 Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Matthew Biddinger
Forbes “America’s Top Wealth Management Teams Private Wealth” 2023 Published on November 7, 2023. Rankings based on data as of March 31, 2023.*
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022 Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Forbes "Top Next-Generation Wealth Advisors" 2017-2019 Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.
Forbes "Best-in-State Wealth Advisors" 2022-2023 Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Best-in-State Next-Generation Wealth Advisors 2019 Published on September 4, 2019. Rankings based on data as of March 31, 2019.
Strategies designed to help you achieve your goals
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Locniskar Pursel Bucher Biddinger Group
As a multi-generational legacy team, The Locniskar Pursel Bucher Biddinger Group helps client families streamline the complexities of significant wealth. The team has been built to provide continuity and connectivity across life stages and priorities. The team structure and approach nurture each family’s long-term legacy through customized advice and guidance.
The Locniskar Pursel Bucher Biddinger Group prides itself on unparalleled experience and service to its client base. The group is designed to service all needs of any existing family of significant wealth with an advisor group that we will match to the generation of client from patriarch (matriarch) to grandchild. Given the depth of the team, we have created a legacy business that will last long after the patriarch (matriarch) has passed on. Prior to establishing a new relationship, it is vital to identify the expectations of our clients so that we may provide a consistent and reliable level of service. We have a consistent investment process that has stood the test of time from volatile to bull markets since the 1970s. Our process starts with the needs of the client, which we then match to the appropriate allocation and mix of assets. We aim to provide the highest level of service as it pertains to your individual, family and business goals.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
Boards and Community Involvement
Our team is actively involved with our community:
Community Foundation for Southeast Michigan
City Year Detroit
The Futures Foundation
Beaumont Foundation Planned Giving Committee, Beaumont Hospitals Foundation
Detroit Public Television
Detroit Institute of Arts, Friends of the Detroit Film Theatre
Cornerstone Schools
American Cancer Society, Inc.
Detroit Symphony Orchestra
Stephen M. Ross School of Business at the University of Michigan
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America
We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.
A relentless commitment to transparency and customized strategies
As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.
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