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Peter T
Series 63, Series 65
Farmington Hills, MI
Merrill
Peter Tenuta is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he works with individuals, families, and corporations to understand their financial situations and develop personalized wealth management strategies. Since beginning his career in 1997 at Morgan Stanley Smith Barney advising families and corporate retirement plan sponsors, Peter has focused on areas including personal retirement planning, portfolio management services, tax minimization, and retirement income. Peter is a qualified Portfolio Manager who can manage discretionary investment strategies incorporating individual stocks, bonds, model portfolios, and third-party strategies. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He received his Bachelor's Degree in Business Administration with a major in Finance from Central Michigan University. A lifelong resident of Southeast Michigan, Peter is married and has two sons. He participates in community volunteer activities and enjoys personal interests such as biking, boating, camping, cooking, fishing, ice hockey, music, running, soccer, and spending time with his family.
Evan B
Series 66
Farmington Hills, MI
Merrill
Evan Belland is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help them understand their options, create comprehensive financial plans, and take confident steps toward their financial futures. His client focus areas include equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Evan specializes in guiding individuals and families through the financial planning process, particularly focusing on retirement planning and investment strategies. He assists clients in navigating complex financial decisions related to major life milestones, tailoring financial plans to the unique visions and priorities of each family. He holds the Personal Investment Advisor (PIA) designation and applies his expertise to help clients achieve greater clarity and confidence in their financial transitions. Raised in Metro Detroit, Evan attended Brother Rice High School and Michigan State University. Outside of his professional duties, he enjoys boating, football, golfing, pickleball, and spending time with his family.
Brett B
CFP®, Series 66
Farmington Hills, MI
Merrill
Brett Bujdos is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to help them make informed financial decisions through significant life transitions, such as career changes, divorce, and retirement. Brett focuses on providing clear and proactive guidance to assist his clients in protecting their wealth and fully enjoying their lives. He has expertise in college education planning, personal retirement planning, and tax minimization. Brett is a Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). He holds a bachelor's degree from Michigan State University and attended The Catholic University of America. Brett is involved in his community through participation in the 3rd Decade and the Berkley High School Baseball Program. His personal interests include baseball, golfing, reading, traveling, and yoga.
Morgan C
Series 66
Farmington Hills, MI
Merrill
Morgan Cloyd is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His background includes roles at Bank of America, Cetera Investment Advisers, and Cetera Investment Services. Prior to his financial services career, he worked at Uber and Utica Community Schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, utilizing both internal and third-party portfolio managers.
Robert D
Series 63, Series 65
Farmington Hills, MI
Merrill
Robert M. Dagenais is a Wealth Management Advisor currently serving as a Senior Vice President at Merrill Lynch Wealth Management. He leads The Dagenais Group, a team dedicated to providing wealth management services tailored to high-net-worth individuals, families, and small businesses. The team focuses on developing sophisticated strategies that address estate planning, investment management, retirement income, and business financing needs based on clients' risk tolerance, time horizon, liquidity requirements, and overall investment objectives. Robert has been in the financial services industry since 1993 and joined Merrill Lynch in 1997. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree in Business Administration from Central Michigan University, majoring in Finance and International Business with a minor in Economics. Robert resides in Rochester, Michigan with his wife and four children. Outside of his professional responsibilities, he enjoys spending time with his family and playing golf.
Sarah S
Series 66
Farmington Hills, MI
Merrill
Sarah Sabi is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She has worked at Merrill since 2018 and previously held positions at eTitle and Orlans PC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of client types including individuals, pension plans, and charitable organizations.
David M
Series 63, Series 65
Farmington Hills, MI
Merrill
David Miazgowicz is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Merrill and Bank of America, NA since 2009 and previously worked at Banc Of America Investment Services, Inc. and LaSalle Financial Services, Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Aiden S
Series 63, Series 65
Farmington Hills, MI
Merrill
Aiden Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on guiding individuals, families, professionals, and business owners toward lasting financial security through comprehensive planning and behavioral coaching. Aiden builds lasting relationships rooted in trust and personalized guidance, aiming to help clients make confident financial decisions. He became a Financial Advisor because he believes everyone deserves a clear financial plan and a trusted partner to navigate life's opportunities and challenges. He holds a Bachelor's Degree from Grand Valley State University and is a Personal Investment Advisor (PIA).
Michele V
Series 63, Series 66
Farmington Hills, MI
Merrill
Michele Verlinden is a financial advisor at Merrill with 39 years of industry experience. She has been with Merrill since 2000 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Brian K
Series 66
Farmington Hills, MI
Merrill
Brian Kerber is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that reflect clients' individual goals and adaptable market conditions. Drawing on investment insights from Merrill and the banking and lending services of Bank of America, he aims to help clients pursue their long-term financial objectives through tailored wealth management solutions. Kerber holds multiple professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Master's Degree from Wayne State University and a Bachelor's Degree from Michigan State University. Committed to community involvement, Kerber follows the Merrill tradition of active participation and volunteers with organizations in the communities he serves. His approach emphasizes one-on-one collaboration to create financial strategies aligned with clients’ personal ambitions.
Anamaria B
Series 66
Farmington Hills, MI
Merrill
Anamaria Brickman is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Her services include general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists to support clients with banking, credit, home financing, and small business solutions. In addition to her advisory role, Anamaria serves as the Financial Advisor Development Program Manager for the Bloomfield/Farmington Hills Market. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Anamaria completed her High School Diploma at Fordson.
Peter N
Series 66
Farmington Hills, MI
Merrill
Peter Nielsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with high net worth families to help them avoid unnecessary taxes and take defined risks, ensuring personalized financial strategies without delegation to associates. His expertise encompasses executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter manages discretionary personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Peter holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He graduated from Bloomfield Hills Andover High School. Outside of his professional role, Peter enjoys dancing, singing, and spending time with his family.
Donald N
Series 66
Farmington Hills, MI
Merrill
Donald Nurkala III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides investment planning and advice to corporate executives, entrepreneurs, and affluent families. Donald is a qualified Portfolio Manager who builds and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis through the firm's Investment Advisory Program when applicable. Donald joined Merrill Lynch in 2000. He holds a master's degree from Wayne State University and a bachelor's degree from Michigan Technological University. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. In addition to his advisory role, he serves as a board member for the Huron Valley Chamber of Commerce and is a Graduate of Leadership Oakland.
Nicholas B
Series 63, Series 66
Farmington Hills, MI
Merrill
Nicholas Beilfuss is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities LLC for four years. Outside of his advisory role, he recently wrote a children's book that he plans to publish. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.
Carter D
Series 66
Farmington Hills, MI
Merrill
Carter De Long is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and Bank of America. Outside of his advisory work, he serves as a trustee of his parents' estate. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.
Jennifer M
Series 66
Farmington Hills, MI
Merrill
Jennifer Marlow is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works with clients to identify and achieve their financial goals by creating plans tailored to their specific situations. Jennifer is part of a team focused on building long-term relationships with high-net-worth individuals, families, and business owners. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Michigan University. Jennifer's approach centers on designing strategies that help clients turn their goals into reality, considering their personal perspectives and priorities throughout the process.
Frank L
Series 63, Series 66
Farmington Hills, MI
Merrill
Frank Lewis II is a financial advisor at Merrill with 35 years of industry experience. He has held positions at Merrill since 1991 and has also been affiliated with Bank of America, N.A. since 2011. Lewis holds Series 63 and Series 66 licenses. He serves as a trustee for several trusts, including a not-for-profit trust and investment-related fiduciary roles. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies primarily for individuals, high-net-worth clients, and institutional investors.
Catherine B
Series 66
Farmington Hills, MI
Merrill
Catherine Beattie is a financial advisor with Merrill in Farmington Hills, MI, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.
Michael R
Series 63, Series 65
Farmington Hills, MI
Merrill
Michael Rybka is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a part of the Kulhavi team for the past seven years, bringing over 25 years of experience in the financial services industry since beginning his career at Merrill in 1992. Michael specializes in wealth management for high-net-worth individuals and families, offering a comprehensive, goals-based approach that extends beyond portfolio management to include investment, financial, estate, tax, and liability planning. He also works with small and mid-size companies to develop customized retirement benefit programs, including 401(k) plans that meet regulatory requirements and address the needs of both employers and employees. Michael holds a bachelor's degree from Wayne State University's Business School and holds multiple professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of the Catholic organization Legatus. Michael and his wife Maureen, both born and raised in Dearborn, Michigan, reside in Northville and attend Our Lady of Good Counsel in Plymouth. They have two children, Maggie and Alex, and two grandchildren. Michael enjoys golfing, running, and spending time with his family.
Kerri T
Series 63, Series 66
Farmington Hills, MI
Merrill
Kerri Tuckey is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
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