The Salvia-Clancy Group

Merrill Lynch Wealth Management

3030 Cross Creek Parkway
Auburn Hills, MI 48326
(248) 475-1016
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You have worked hard for your wealth, our goal is to streamline the financial challenges you face so that you can have more time to pursue the things you enjoy most in life.
The Salvia-Clancy Group
Merrill Lynch Wealth Management
Welcome

Our group brings years of experience from Michigan’s automotive and manufacturing industry to our wealth management practice. We have found that our own past experiences have allowed us to truly understand the needs and unique challenges professionals in the Motor City face.

Videos
The Salvia-Clancy Group at Merrill
Recognition
Nancy Salvia
Senior Vice President, Senior Financial Advisor
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
About Us
Philosophy

Experience and integrity form the cornerstone of our relationship with you. The team's goal is to help you visualize the potential lifestyle impact of your financial choices so you can understand the potential risks that may offset them. We can work with you to help set realistic expectations.

Thursday, July 18th 2024| 2:00pm
2024 Mid-Year Outlook

Concise, conversational, actionable: In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

Topics explored:

  • Is an interest rate cut still in the cards for 2024?
  • What the U.S. election could mean for the markets
  • Large cap vs. small cap? Equities vs. fixed income? U.S. vs. global?
  • How artificial intelligence and other innovations could reshape the markets
Meet Our Team
Nancy Salvia,

CRPC™

Senior Vice President, Senior Financial Advisor
248.475.1016
Brendan Clancy,

CFP®

Wealth Management Advisor
248.475.1052
Lindsy Partridge
Financial Advisor Trainee
248.475.1065
Hollianne Cieslinski
Officer, Wealth Management Client Associate
248.475.1005
Shannon Ashley Provencher
Wealth Management Client Associate
248.475.1049
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joshua H Jasien
Market Linked Investments Specialist
Bank of America, N.A.
Michael Abdalla
Wealth Management Banking Specialist
Merrill
Nicholas A. Beilfuss
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.