MKG & Associates

Private Wealth Advisors

MKG & Associates

Private Wealth Advisors
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Your wealth is about more than investments. It’s about your life, your business and your family legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and sophisticated strategies for your financial life.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Frank  Migliazzo

Frank Migliazzo,

Managing Director

Private Wealth Advisor

Frank A Morelli

Frank A Morelli,

Senior Vice President

Private Wealth Advisor

Derick  Grembi

Derick Grembi,

Senior Vice President

Private Wealth Manager

Bradley  Mikolajczyk

Bradley Mikolajczyk,

First Vice President

Wealth Management Advisor

Nicholas J Kozak

Nicholas J Kozak,

First Vice President

Wealth Management Advisor

Jill  Garvey

Jill Garvey,

Vice President

Financial Advisor

Chelsea  Kiehler

Chelsea Kiehler,

Private Wealth Analyst Investments

Aruna  Ettiah

Aruna Ettiah

Financial Advisor

Connie Xiaoyi Yang

Connie Xiaoyi Yang

Financial Advisor

Conrad (Joe) del Rosario

Conrad (Joe) del Rosario

Senior Private Wealth Associate

Lisa C Fulgenzi

Lisa C Fulgenzi

Senior Private Wealth Associate

Jennifer M Coryell

Jennifer M Coryell

Registered Senior Client Associate

Sarah C Moore

Sarah C Moore

Senior Private Wealth Associate

Christina  Bronis

Christina Bronis

Registered Private Wealth Associate

Leslie D Robison

Leslie D Robison,

Senior Private Wealth Associate

Kristine N LaRue

Kristine N LaRue

Private Wealth Associate


Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, 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.

Our Approach

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy 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, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we 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.

Our Philosophy

We believe that 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 sophisticated, highly customized 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.

About Us

We are a Private Banking & Investment Group Team that tailors strategies and services to address clients' complex financial needs.

MKG & Associates is a wealth management team that provides strategies and services to ultra affluent clients. We work with business owners, entrepreneurs, affluent families, foundations and endowments throughout the Midwest to address complex financial needs. Our team is distinctive in the caliber of our people, the breadth of our offerings and the intensity of our service ethic. We bring a deep rooted humility to our work that transcends trends or buzzwords. We look to create lasting value for clients by spurring integrated action that addresses life’s most important priorities.

Expansive Offerings Defined by Personal Attention

Our team looks to help clients with the financial issues that intersect their lives. We offer a suite of services that is expansive in its scope, but personal in its scale. We insist on customizing our offerings to client needs; the services that follow are just a sampling of the ways that we look to advance client goals:

    • Investment management
    • Portfolio design
    • Liquidity event strategies: pre and post
    • Tax minimization strategies
    • Succession strategies
    • Asset placement strategies
    • Wealth transfer strategies
    • Lending services of Bank of America, N.A.
    • Access to Family Office Services
    • Philanthropy


Multi Generational in Our Approach

We recognize that wealth preservation is not a short term endeavor. Our team is attuned to the needs of multiple generations of client families. Our outreach incorporates traditional elements such as estate planning strategies in addition to innovative programs including family meetings, seminars and retreats. We look to foster the transfer of vision and values in conjunction with balance sheet wealth.

Clients look to us for direction in clarifying the responsibilities, challenges and opportunities of significant wealth. Throughout our engagements we look to support families not simply in establishing the vehicles and services that help them advance toward their goals, but in following through on a personal level. We are a tightly knit team and adopt that same immediacy with the families we serve.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch 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 strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

MKG & Associates