The BDGSW Group

Merrill Lynch Wealth Management
39577 Woodward Ave.
Floor 01
Bloomfield Hills, MI 48304
(248) 645-7412
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Our mission is to empower and protect the financial well-being of families by delivering tailored wealth management solutions, fostering financial literacy, and ensuring a legacy of stability, growth, and prosperity for generations to come.
The BDGSW Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

About Us
Value Proposition

Aligning wealth with the power of planning.

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Cary Wieting,

CPFA™,CPM®

Managing Director, Senior Financial Advisor
248.645.7429
Brian Bell
Senior Vice President, Senior Financial Advisor
248.645.7122
John Duncan,

CPFA™,CRPC™

Senior Vice President, Senior Financial Advisor
248.645.7240
David Gardiner,

CFP®,CIMA®

First Vice President, Resident Director
248.645.7412
Anthony Simon,

CIMA®,CPWA®

Assistant Vice President, Wealth Management Advisor
248.645.7497
Connor Duncan
Financial Advisor
248.645.7258
Erika M McNulty
Wealth Management Client Associate
248.645.7468
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.
Nicholas A. Beilfuss
Wealth Strategies Advisor
Miroslav Crnojevic
Wealth Management Banking Specialist
Bridget Swan
Wealth Management Lending Officer
NMLS #426159
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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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.