Merrill Lynch Financial Advisor Devin Reed Ellis
39001 West 12 Mile Road, Farmington Hills, MI 48331
Location & Phone number
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States
About the Business
Merrill Lynch Financial Advisor Devin Reed Ellis, located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States, offers personalized financial advice and guidance to clients. The institution, led by The Jennings Wohl Group, believes in building strong relationships through teamwork and involvement. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the team assists clients in identifying and prioritizing personal goals, such as funding education, retirement planning, healthcare costs, and wealth preservation.
The Jennings Wohl Group, headquartered in Farmington Hills, Michigan, works with accomplished clients across the United States, streamlining the complexities of significant wealth. Led by founders Jennifer Jennings and Donny Wohl, the team provides tailored programs that align with each client's unique priorities and aspirations. Specializing in advising entrepreneurs, business owners, and professionals, the team offers holistic solutions that integrate Merrill's resources and Bank of America's banking services.
Recognized for their exemplary client service, Merrill Lynch advisors at the institution have received accolades from Forbes, including "Best-in-State Wealth Advisors" and "Top Women Wealth Advisors Best-in-State." The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service.
Registered Wealth Management Client Associate Mike Daugherty, a CERTIFIED FINANCIAL PLANNER™ professional, is dedicated to simplifying clients' financial lives through personalized service and clear communication. The team offers Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals and aspirations, adapting to changes in their lives and the financial markets over time.
With a focus on understanding clients personally and aligning financial approaches with their life priorities, Merrill Lynch Financial Advisor Devin Reed Ellis aims to help clients achieve their goals. By offering customized investment approaches and one-on-one relationships, the team puts clients first in navigating the financial complexities of life.
Photos
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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