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Glyn W

Series 63, Series 65

Farmington Hills, MI

Merrill

Glyn Whyte is a Financial Advisor at Merrill Lynch Wealth Management. He applies discipline, preparation, and a commitment to long-term goals, principles drawn from his background as a former competitive athlete, to guide individuals, families, and business owners through significant financial decisions. He specializes in areas such as education planning, family wealth management strategies, liquidity management, retirement income, small business strategies, and investment strategy for both individuals and corporations. Glyn holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oakland University. He focuses on developing personalized financial strategies that align with clients' unique goals, aiming to bring simplicity and transparency to the complexities of wealth planning. Outside of his professional role, he is involved with community organizations including the Black Professional Group and Black Leaders Of Detroit, and enjoys interests such as basketball, cooking, football, music, reading, spending time with family, traveling, volleyball, watching movies, and writing.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Women Professionals Parents
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Samikka C

Series 66

Farmington Hills, MI

Merrill

Samikka Cannon is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in assisting individuals and families in building and retaining wealth through customized financial planning. Samikka's expertise includes corporate executive services, divorce transition planning, education planning, executive compensation, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, and individual and corporate investment strategy. She holds the Personal Investment Advisor (PIA) designation and has completed her education at Pontiac Northern High School and Oakland Community College, where she earned an Associate's Degree. Samikka is committed to understanding her clients' unique ambitions and priorities to create financial strategies tailored to their goals. Outside of her professional role, Samikka is involved in community activities through organizations such as Moms To Moms, Trinity Church, the American Red Cross, and Habitat for Humanity. She enjoys spending time with her family and participates in activities like baseball, basketball, boating, camping, football, golfing, hiking, music, and reading.

General retirement planning College savings (529s, UTMA, etc.) Planning for children with special needs Divorce financial planning Executive Women Professionals
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Julius R

Series 66

Farmington Hills, MI

Merrill

Julius Readus is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning, legacy planning, portfolio management, and financial consulting for clients in diverse fields including automotive, manufacturing, banking executives, business owners, and professionals such as attorneys and physicians. He focuses on helping clients identify and achieve significant life goals, particularly in managing wealth preservation, retirement income, and philanthropy. Julius and his team are attentive to clients' circumstances during challenging times, coordinating with specialists and aligning strategies with clients’ legal and tax advisors to ensure comprehensive financial planning. Since launching his wealth management career in 1997 and joining Merrill in 2000, Julius has earned multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor of Business Administration degree in Finance from Davenport University. His approach emphasizes listening to clients, asking questions, and maintaining long-term relationships to serve their evolving financial needs effectively. Raised in Detroit, Julius maintains strong ties to his community through active involvement in various organizations, including Legacy Associates Foundation, 100 Black Men of Greater Detroit, and The New Leaders Council. He has served as Chairman of the Board for the Southfield Public Library and conducts financial literacy workshops. Outside of his professional work, Julius enjoys basketball, biking, reading, softball, and spending time with his family in Lathrup Village.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner Attorney Doctor or Medical Professional Approaching retirement Retired
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Meysha M

Series 66

Farmington Hills, MI

Merrill

Meysha Moutzalias is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she collaborates with clients to develop personalized financial plans that address their unique ambitions, focusing on areas such as education planning, legacy planning, personal retirement planning, women and wealth, and retirement income. Meysha emphasizes simplicity and transparency in the wealth planning process to help clients manage their financial goals effectively. Before joining Merrill Lynch, Meysha was a Certified Public Accountant with a large multinational accounting firm. She transitioned her career to concentrate on long-term advisory services and currently holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. She holds Bachelor's degrees from the University of Michigan System and Walsh College. While she does not provide tax advice in her current role, her background supports a comprehensive approach to financial planning. Outside of her professional work, Meysha enjoys cooking, reading, spending time with her family, and watching movies. Her approach as an advisor centers on connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most to them.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Women's Finance Women Professionals
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Brennan B

Series 66

Farmington Hills, MI

Merrill

Brennan Blaszczak is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to provide personalized investment strategies and advice aimed at helping clients pursue their financial goals. He offers support in areas including personal retirement planning, portfolio management, and retirement income planning, and provides access to banking and lending services through Bank of America. Brennan values taking the time to understand what matters most to his clients, enabling him to tailor strategies that align with their priorities. His expertise covers general investing, retirement planning, and preparation for unexpected financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alaska System. Outside of his professional work, Brennan enjoys boating, golfing, and playing ice hockey.

General retirement planning Retirement income strategy Wealth management Income planning
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Damon G

Series 66

Farmington Hills, MI

Merrill

Damon Garcia is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial plans tailored to their unique goals and priorities. His approach focuses on addressing individual objectives such as funding education, planning for retirement, managing healthcare costs, and achieving long-term family goals. He emphasizes simplicity and transparency throughout the wealth management process. Garcia holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Saint Mary's Preparatory and attended Oakland University.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management
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Christie N

Series 66

Farmington Hills, MI

Merrill

Christie Nelson is a Series 66 licensed financial advisor with Merrill in Farmington Hills, Michigan, and has 25 years of industry experience. She has been with Merrill Lynch since 1994. Outside her advisory role, she works part-time in customer service at Chet Street Gallery on Saturdays. 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 range of clients including individuals, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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James R

Series 66

Farmington Hills, MI

Merrill

James Reid is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2011. Outside of his advisory role, he is involved with The Town Pump Saloon, a limited liability company based in Lake City, Michigan. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Adrenee A

Series 66

Farmington Hills, MI

Merrill

Adrenee Asadoorian is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has been with Merrill since 2014 and previously worked at Bank of America, N.A. for three years. 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Amanda P

Series 66

Farmington Hills, MI

Merrill

Amanda Pelton is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. She joined the Kulhavi Team in May 2017 and works as part of a 16-member team that provides comprehensive and creative guidance focusing on clients' financial goals. Amanda holds a Bachelor's degree in Communications and English Literature from the University of Michigan and a Master's degree in Business Communications from Boston College, where she participated in varsity volleyball at both institutions. She has earned professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Amanda resides in Commerce Township with her husband and their two children. She is involved with the Angels of Hope community organization and is a member of professional groups such as the Alumni Association of the University of Michigan and The Detroit Tradesmen. Her personal interests include football, golfing, hiking, reading, and volleyball.

Wealth management General retirement planning Women Professionals Parents Married/Couples/Partners
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