Top life insurance needs analysis financial advisors in Dearborn, MI

Nicole Norris is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She guides clients through comprehensive wealth management strategies that begin with understanding their financial goals. Utilizing the investment insights of Merrill and the banking services of Bank of America, she assists clients in addressing various aspects of their financial lives. Nicole began her career at Merrill in 1993 after earning a Bachelor of Arts degree in Economics from the University of Michigan Dearborn. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a qualified Portfolio Manager who can manage personalized strategies on a discretionary basis. In addition to her professional pursuits, Nicole is actively involved in the community, volunteering with organizations such as the Girl Scouts of Southeast Michigan. Her personal interests include antiquing, bowling, cooking, gardening, genealogy, pickleball, skiing, spending time with her family, tennis, and traveling.

Patrick Maher is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., VOYA Financial Advisors, Citizens Securities, and Charter One Securities. He has been associated with Cuso Financial Services and DFCU Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by advisor-facing technology.

Erik Bloomfield is a financial advisor with OSAIC based in Dearborn, MI, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 16 years of industry experience, with prior roles at Advisor Group, Mass Mutual Investors Services, Massmutual Life Insurance Co, and Thrivent Investment Management. Outside of advising, he manages Impact Arms, LLC, which facilitates firearm background checks and record-keeping in compliance with federal law. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to multiple investment platforms, including third-party money managers and wrap programs.

Michael Ceaser Jr. is a CFP® professional with 50 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and has also been involved with Ceaser Capital Management since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, integrating both discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Ali Saab is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at the University of Michigan Dearborn and has diverse work background including roles at Bubbleology and Taystee Burgers. Outside of his advisory role, he coaches soccer for the Dearborn Soccer Club. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management via a network of Investment Adviser Representatives and third-party asset managers.

Aden Partee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, Alloy Investment Management, and LPL Financial. Outside of finance, he has work experience in the retail and service industries, including multiple years at Chick-fil-A. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and representatives.

Don Larson is the principal advisor at Larson Wealth Management, LLC in Mesa, Arizona, holding a CFP® designation along with Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at Steele Larson Advisors, LLLP for seven years before founding Larson Wealth Management in 2011. Outside of advisory services, he owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporate and Taft-Hartley employee benefit plans, and charitable organizations. The firm employs customized strategic asset allocations across various equity and fixed income securities, emphasizing mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management with regular reviews.

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Gregory Smarr is a financial advisor with Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has led his independent firm since 2004. Outside of his advisory work, he is licensed to sell various insurance products including life, fixed annuities, and property and casualty insurance through multiple carriers. Smarr Financial Services, Inc. provides financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental investment approach combining long-term buy-and-hold strategies with selective short-term trading, managing a diverse portfolio that includes equities, mutual funds, ETFs, REITs, fixed income, alternatives, and options.

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.