The Draggoo Huber Team

Merrill Lynch Wealth Management
2501 Coolidge Road
Suite 500
East Lansing, MI 48823
(517) 324.4620
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
The Draggoo Huber Team
Welcome

Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children’s education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.

Recognition
Derick Grembi
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Meet Our Team
Kevin Draggoo,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
517.324.4610
Yarwijn Dutkiewicz
Vice President, Senior Financial Advisor
517.324.4620
Derick Grembi,

CFA, CFP®

Managing Director, Private Wealth Advisor
248.540.3376
Bridget R Jones
Officer, Wealth Management Client Associate
517.324.4612
Kristi D Lewis
Wealth Management Client Associate (FP)
517.324.4611
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.
Jermaine Gomes
Retirement Specialist
Bank of America, N.A.
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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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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.