Michael Goetz-Whittaker
,
Financial Advisor
250 Monroe Avenue NW
Floor 06
Grand Rapids MI 49503
616.774.4289
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

Michael lives in Cascade, MI, with his fiancé Morgan and their pets Lulu and Stevie. Originally from Petoskey, his early years consisted of running around his dad's auto body shop and doing nearly anything aside from learning to turn a wrench. Though he's become more handy as the years have passed, Michael's true passion is hearing the stories of his clients from all different backgrounds. There are many ways to become wealthy, whether that's perfecting your craft as a Mechanic, working your way from an Apprentice Tool Maker to Plant Manager, or starting a business and growing it for the next generation.

Michael takes time to learn your story, what you've been through to be where you are, and understand where you want to be in the future. After a thorough discovery, he will craft a holistic, customized financial plan to help ensure the hard work you put in results in a successful retirement for you and your loved ones.

Outside of work, you can find Michael spending time with his family and friends on the golf course, playing men's league hockey, or coaching lacrosse at Coopersville High School.

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.
Michael Goetz-Whittaker is registered to do business in FL, IL, IN, MI, MN, OH, TX, WI.