The Serra Group

Merrill Lynch Wealth Management
39001 W 12 Mile Rd
Farmington Hills, MI 48331
(248) 488.5404
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Serra Group
Welcome

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.

Videos
We mean business
Important Video Disclosures
Recognition
Phillip Serra
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2018
(Published on March 12, 2018. Rankings based on data as of September 30, 2017.)
Click here to learn more about advisor recognitions
About Us
Welcome

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!

Wednesday, April 17th 2024| 12:00 PM EST - 1:30 PM EST
Economic Update with John Shin

You are invited to join us for an in-person Macroeconomic Update from John Shin, one of the authors of our flagship publication "The World at a Glance".

We will discuss BofA views and forecasts.

Wednesday, April 10th 2024| 5:00 PM EST
Investment Update with Derek Harris

We are pleased to announce that on April 9th we will be hosting a client event at The Community House in Birmingham. Presenting will be Derek Harris, Head of Wealth Management Portfolio and Investment Strategy.

Thursday, May 16th 2024| 5:30 PM EST - 7:30 PM EST
Alternative Investment Update with Oaktree Wealth Solutions, Nuveen and Blackstone

Senior resources from Blackstone, Nuveen and Brookfield Oaktree will cover all aspects of private market investing – private REIT's, private equity, private credit and private infrastructure.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
Please contact us at 248-488-5404 or email Phillip_A_Serra@ml.com if you would like to attend!
Tuesday, August 6th 2024| 9:00 AM EST
Save the Date-Annual Financial Boot Camp

You're invited to an educational seminar: FINANCIAL BOOT CAMP

A Financial Boot Camp targeting young adults with a panel of guest speakers discussing better money habits

Please contact us at 248-488-5404 or email Phillip_A_Serra@ml.com if you would like to attend!

Tuesday, June 18th 2024| 6:00 PM EST - 8:30 PM EST
Car Wars with John Murphy

John Murphy, lead U.S. auto analyst for BofA Global Research, will present Car Wars to share his perspective and outlook on the dynamics of the U.S. automotive industry. Car Wars is an annual proprietary report conducted by BofA Global Research to quantify industry product trends and assess the relative strength of automakers' product pipelines in the United States as it relates to investment decisions.

Please contact us at 248-488-5404 or email Phillip_A_Serra@ml.com if you would like to attend!

Thursday, September 5th 2024| 5:00 p.m. ET
The Washington Update 2024

Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.

Tuesday, October 8th 2024| 5:00-7:00 p.m.
Maximizing Social Security & Managing Health Care Costs

Please join us for an informative evening presentation as we navigate the challenges of managing healthcare costs in retirement and take a closer look at Social Security benefits and Medicare by incorporating them into a retirement plan. Dinner will be available.

Meet Our Team
Phillip Serra,

CFP®

Managing Director, Wealth Management Advisor
248.488.5404
Toria A Cooper
Assistant Vice President, Wealth Management Associate
248.488.5405
Rachael Butler,

CRPC™

Financial Advisor
248.488.5455
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.
Craig Sutherland
Enterprise Relationship Specialist
Bank of America, N.A.
Nicholas A. Beilfuss
Wealth Strategies Advisor
Bank of America, N.A.
Mark Sullivan
Alternative Investments Regional Specialist
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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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.