Michael Fraser
With 15 years in the financial services industry, Michael joined Merrill in 2023. Prior to joining Merrill, he served as a Managing Director at Principal Financial Group. Before Principal, he worked in wholesaling, institutional sales, and advising with Securian Financial Group. His focus is on helping affluent individuals like you to develop personalized financial strategies by understanding your short- and long-term financial goals.
As a Senior Portfolio Advisor, Michael can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Michael received his B.S in Business Management from Rasmussen College. He lives in Downers Grove with his wife and daughter.
Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you're paying for and what you're getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays on track in pursuing your goals and to adjust your approach as needed for the journey ahead.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
