The BZEMS Group

Merrill Lynch Wealth Management
2501 Coolidge Road
Suite 500
East Lansing, MI 48823
(517) 324-4639
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The BZEMS Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The BZEMS Group
Merrill Lynch Wealth Management
Welcome

We chose to be part of the financial services industry to help people. Our mission is to understand you and your priorities to assist you in pursuing meaningful financial goals with customized strategies.

When you work with The BZEMS Group, you have access to a multidimensional team to help design and implement a customized wealth management approach. Everything we do considers our clients’ own perspectives and desires. Our process is designed to help provide a personalized, consistent experience that goes beyond wealth management to help address your priorities throughout your life, from the essential to the aspirational.

We call our approach the SWAN method – Sleep Well At Night. We enjoy helping clients through difficult financial decisions that occur throughout life by taking a holistic, long-term, disciplined approach to investing. By leveraging the broad investment insights of Merrill and the banking convenience of Bank of America, we help address clients’ individual priorities with an emphasis on cash flow and growth to meet a range of needs. We listen carefully to understand what is most important to you and then develop a plan that connects your personal goals to your financial strategies.

We’re proud of our high-touch, high-service boutique approach to advice and guidance for individuals, multigenerational families, businesses and nonprofits. We believe in fee transparency, and we use an industry leading investment advisory platform where portfolios are periodically reviewed by Merrill and reviewed by our team to help meet clients’ goals-based plans.

When you succeed, we succeed. We look forward to speaking with you.

Recognition
Marc Merritt
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
The BZEMS Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Meet Our Team
Frank Bustamante,

CRPC™

Senior Vice President, Senior Consultant
517.324.4622
David L Zimmerman,

CRPC™

Senior Vice President, Senior Consultant
517.324.4601
Marc Merritt,

CEPA®,CFP®,CPFA™,CRPC™

Managing Director, Wealth Management Advisor
517.324.4639
Richard Sneary,

CRPC™

Senior Vice President, Senior Financial Advisor
517.324.4635
Andrew Soontharotoke,

CFP®

Assistant Vice President, Wealth Planner
517.324.4615
Erica Walker
Wealth Management Client Associate
517.324.4631
Andrea D. Teff
Officer, Wealth Management Client Associate
517.324.4638
Brianna Cheesmond
Wealth Management Associate
517.324.4637
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.
Wale Adebayo
Investment Solutions Group Portfolio Strategist
Luna Qi
Wealth Management Banking Specialist
Merrill Lynch Logo
Casey L Glisson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1077099
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.