Frank Migliazzo began his Merrill career in 1979. As the Chairman of MKG & Associates, Frank provides strategic direction and investment policy for the team. Over the course of his career he has witnessed numerous market cycles and economic conditions. He applies his knowledge, experience and judgment in crafting investment portfolios that anticipate and respond to varied market environments. Frank relishes the opportunity to help clients solve problems. His longevity with Merrill has furnished him with the practical skills and network of contacts to advance client aims.
Frank earned his undergraduate degree from Western Michigan University and his M.B.A. from the University of Detroit. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Frank also holds the Certified Investment Management Analyst (CIMA®) designation sponsored by the Investments & Wealth Institute™ at the Wharton School.
When Frank isn’t helping his clients, he is either on the golf course or giving back to the community. He serves on several different community boards, including the Manresa Jesuit Retreat House, the Catholic Foundation of Michigan, and the Pope Francis Center. Frank and his wife Gail reside in Bloomfield Hills, Michigan and enjoy spending time with their three children Katie, Joey and Lauren.
Frank is one the select advisors nationally who are designated as Global Institutional Consultants at Merrill. He was recognized on the Forbes "Best-in-State Wealth Advisors" list in 2023 for the 6th consecutive year (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.) Frank was also named to the 2022 Forbes "America's Top Wealth Management Teams- Private Wealth" list as a founding member and partner of MKG & Associates (*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published on November 8, 2022. Rankings based on data as of March 31, 2022.) Barron’s Magazine named Frank one of the ”Top 1,200 Advisors in America” from 2014 to 2022 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in Feb-March. Rankings based on data as of September 30 of prior year) and one of the ”Top 1,000 Advisors in America” from the inception of the accolade in 2009 through 2013 (*Source: The Barron’s “Top 1,000 Financial Advisors: State-by-State” list, published annually in February. Rankings based on data as of September 30 of prior year.) Financial Times also named Frank to their ”Top 400 Advisors” list in both 2015 and 2016 (*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year.)
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*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC.
*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 on November 8, 2022. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “America’s Top Wealth Management Teams Private Wealth” 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. 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 Feb-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. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
*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.
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