Walled Lake, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,541,041,140,087
ClientsTotal clients
1,791,731
AdvisorsAdvisors at this office
2
Of 25,478 advisors across 3,099 offices
Location
3085 E West Maple Rd
Walled Lake MI 48390
Advisors at this office
2
Advisors at this office
Michael B
Series 63, Series 66
Walled Lake, MI
Merrill
Michael Boren is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill and Bank of America in 2019, he worked at Northwestern Mutual in various capacities from 2015 to 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Ali M
Series 66
Walled Lake, MI
Merrill
Ali Mchawrab is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ali worked at Bank of America and CVS Health. Outside of finance, Ali is a pharmacist involved in verifying medication therapy and consulting with patients at Hamzeh Pharmacy in Dearborn, MI. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.
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