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TOP 30 Private suite in Bloomfield Hills, MI
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OWL Private Wealth Advisors
OWL Private Wealth Advisors is a premier finance institution located at 40701 Woodward Avenue in Bloomfield Hills, Michigan. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to high-net-worth individuals and families. We offer customized investment strategies, retirement planning, estate planning, and tax management services to help our clients achieve their financial goals. At OWL Private Wealth Advisors, we prioritize transparency, integrity, and client satisfaction to ensure a successful and secure financial future for our valued clients.
Bank of America Private Client Advisor Robert (Bob) W Kruse
Bank of America Private Client Advisor Robert (Bob) W Kruse is located at 39577 Woodward Avenue in Bloomfield Hills, Michigan. As a Senior Vice President and Private Client Advisor, Bob offers tailored advice and guidance to nonprofit organizations, endowments, and high-net-worth individuals and families. With years of experience at Bank of America, Bob has a deep understanding of wealth preservation and future planning. He is also actively involved in community organizations such as the YMCA and youth sports clubs. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to each client's needs and goals before creating strategies to meet them. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and resources from Bank of America. Their commitment is to prioritize client goals and help them achieve financial objectives, whether it's preserving wealth, building legacies, or planning for growth. Bank of America Private Bank values innovation and strives to help clients navigate evolving markets and financial landscapes. They provide disciplined financial strategies and aim to build bridges across generations. Please note that by visiting their website, you may be directed to FINRA’S BrokerCheck. Additionally, investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Bank of America Private Bank and its affiliates do not provide legal, tax, or accounting advice, and fiduciary standards may not apply in certain situations.
Laura Fadell
Laura Fadell is a fully licensed clinical psychologist located at 300 East Long Lake Road in Bloomfield Hills, Michigan. With over 20 years of experience working with individuals and families, Dr. Fadell earned her degrees in Psychology and Educational Psychology from the University of Michigan and Wayne State University, respectively. She also holds certifications in cognitive therapy, school psychology, and neuropsychology. Dr. Fadell began her career as a clinical researcher at Wayne State University’s School of Medicine before transitioning to a supervising psychologist at St. Joseph Mercy Hospital – Ann Arbor. In her private practice since 2011, she offers neuropsychological evaluations, psychotherapy, and supervision for psychology interns.
Robert P Geller - Business & Corporate Lawyer
Robert P Geller is a highly experienced business and corporate lawyer located in Bloomfield Township, Michigan. With over thirty-seven years of experience, Robert is dedicated to finding creative solutions to his client's legal problems. Specializing in negotiating mergers and acquisitions, private securities offerings, and capital-raising activities, Robert ensures compliance with federal and state securities laws. In addition to his expertise in transactional law, Robert also has a comprehensive understanding of commercial litigation and pension plan (ERISA) Class Actions. This unique skill set allows him to handle a wide range of business and commercial transactions for his clients. Unlike other attorneys, Robert takes a hands-on approach to his client's matters, directly participating in most engagements to ensure the best possible outcome.
Merrill Lynch Financial Advisor Philip M Appel
Merrill Lynch Financial Advisor Philip M Appel is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. The Stulberg Group, founded in the 1950s by David Stulberg, manages the finances of wealthy families and institutions across the country. With over 300 years of combined experience, the group focuses on risk management and proactive investment strategies to protect assets and make smart decisions during market fluctuations. The group aims to simplify the financial affairs of clients by managing cash flows, constructing diversified investment portfolios, providing estate planning strategies, and offering financing and banking solutions. The team at Merrill Lynch Financial Advisor Philip M Appel tailors portfolios on a custom basis for each client, emphasizing patience, conviction, and value-based discipline in their investment strategy. The group also specializes in alternative investments, providing clients access to successful alternative managers such as private equity and hedge funds. The team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer services such as Merrill Personal Wealth Analysis™ to help clients build personalized financial plans centered on their goals. The institution has received recognition from financial industry publications for exemplary client service.
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