MKG & Associates

Private Wealth Advisors
Learn more about an advisor's background on
FINRA's BrokerCheck

We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help 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

248.655.4022
Nicholas J Kozak

Nicholas J Kozak,

Senior Vice President

Wealth Management Advisor

248.655.4036
Bradley  Mikolajczyk

Bradley Mikolajczyk,

Senior Vice President

Wealth Management Advisor

248.655.4035
Derick  Grembi

Derick Grembi,

Senior Vice President

Private Wealth Manager

248.655.4020
Frank A Morelli

Frank A Morelli,

Senior Vice President

Private Wealth Advisor

248.655.4024
Chelsea  Kiehler

Chelsea Kiehler,

Private Wealth Analyst Business Management

248.655.4023
Jennifer M Coryell

Jennifer M Coryell

Registered Senior Client Associate

248.655.4043
Aruna  Ettiah

Aruna Ettiah

Financial Advisor

248.655.4108
Adam  Braatz

Adam Braatz

Private Wealth Analyst Investments

248.655.4014
Connie Xiaoyi Yang

Connie Xiaoyi Yang

Financial Advisor

248.655.4001
Andrew H McGuire

Andrew H McGuire

Financial Advisor

248.655.4140
Conrad (Joe) del Rosario

Conrad (Joe) del Rosario

Senior Private Wealth Associate

248.655.4021
Leslie D Robison

Leslie D Robison,

Senior Private Wealth Associate

248.655.4019
Sarah C Moore

Sarah C Moore

Senior Private Wealth Associate

248.655.4132
Lisa C Fulgenzi

Lisa C Fulgenzi

Senior Private Wealth Associate

248.655.4018
Mackenzie E White

Mackenzie E White

Private Wealth Associate

248.655.4005
Karla  Warren

Karla Warren

Private Wealth Associate

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, 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 Private Wealth Management 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 it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill 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 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 customized goals-based financial 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 Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial wealth, Merrill Private Wealth Management 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 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 we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

MKG & Associates