Vice President, Premier Retirement
Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.
Mike, a Senior Financial Advisor and Retirement Benefits Consultant, is part of the J & R Group, an advisory team of skilled industry professionals with over 100 years of combined experience. Together, we engage thriving institutions and affluent families in a full-service wealth management experience focused on helping clients accumulate, grow and protect their wealth — and achieve lasting success. From consulting services to investment advice, The J & R Group provides corporate retirement services and retirement planning strategies for thriving institutions and affluent individuals. We have extensive experience assisting with concentrated stock strategies, retirement and estate planning services, and private money management. To best serve our relationships, we offer a fully integrated approach, where each professional is responsible for assisting clients with proactive and effective planning strategies. By leveraging each team member’s professional knowledge, we provide the perspectives and accessibility needed to empower our relationships with thoroughness and sophistication. Specialties: Whether serving corporations, nonprofits, affluent families, corporate executives or successful business owners, we are dedicated to supporting our clients with the planning services they need — in the manner they desire for complete wealth management. We also partner with other professionals (attorneys, actuaries, CPAs, etc.) to develop customized strategies that address our mutual clients’ goals.
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