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Mark A
Series 63, Series 65
Grand Rapids, MI
Merrill
Mark Andrews is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1997 in Grand Rapids, Michigan, returning in 2019 as a Vice President-Financial Advisor after spending 21 years with Fifth Third Securities. His work focuses on personalized wealth management strategies that address clients’ unique financial priorities and life stages. Mark’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He believes managing wealth involves more than building investment portfolios, emphasizing collaboration to help clients define what matters most as they navigate financial implications over time. He holds a Bachelor's and a Master's degree from Western Michigan University and holds the Personal Investment Advisor (PIA) designation. Mark is actively involved in his community, serving on the Board of Directors and as Treasurer for West Michigan Youth For Christ. Outside of work, he enjoys adventure sports, basketball, boating, skiing, surfing, and spending time with his family.
Martin B
Series 63, Series 65
Grand Rapids, MI
Merrill
Martin Brown is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1980, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 supported by internal and third-party managers.
Amber C
Series 66
Grand Rapids, MI
Merrill
Amber Coleman is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Grand Rapids, Michigan. She works closely with families, including senior executives, recent retirees, and divorcees, to develop personalized financial strategies aimed at pursuing long-term goals. Her approach emphasizes understanding the full financial picture and providing access to investment insights from Merrill Lynch as well as banking and lending solutions from Bank of America. Amber's expertise covers areas such as personal retirement planning, college education planning, executive compensation, liquidity management, and divorce transition planning. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Amber earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from Ashford University. In addition to her professional role, Amber is actively engaged in community service, volunteering with organizations such as the American Cancer Society, Boulder Ridge Wild Animal Park, Kids Food Basket, LuvnPupz, Networking for Good, and West Michigan Dog Sports. She enjoys activities such as camping, hiking, drawing, painting, interior decorating, photography, yoga, traveling, spending time with her family, and participating in dog agility sports with her family dog.
Jeremy B
Series 66
Grand Rapids, MI
Merrill
Jeremy Block is a Series 66-licensed financial advisor with Merrill, based in Grand Rapids, MI, and has 11 years of industry experience. He has previously worked at Bank of America, N.A., Fifth Third Bank, and Fifth Third Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.
Evan M
Series 66
Grand Rapids, MI
Merrill
Evan Macauley is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2019 and has prior experience in various roles including coaching. Outside of his advisory work, Macauley serves as an assistant football coach at Forest Hills Northern High School and participates on the Finance Council for St. Luke University Parish. 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 individual, high-net-worth, and institutional clients.
Jessica D
Series 63, Series 65
Grand Rapids, MI
Merrill
Jessica Dejager is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Merrill Lynch since 2011 and has also worked at Bank of America N.A. since 2022. 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.
Charles B
Series 66
Grand Rapids, MI
Merrill
Charles Bonser is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at B&H Electric, New York Life/2M Financial, and Target. 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.
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