Traverse City

Merrill Lynch Wealth Management Office
333 West Grandview Parkway
Suite 300
Traverse City, MI 49684
231.922.0707
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Traverse City
Merrill Lynch Wealth Management
Advisors at This Location
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The Kelty Group
Merrill Lynch Wealth Management
231.922.3326
Merrill Lynch Wealth Management
231.922.6822
Merrill Lynch Wealth Management
231.922.6816
Merrill Lynch Wealth Management
231.922.3320
Merrill Lynch Wealth Management
231.922.6825
The Miles Baer Team
Merrill Lynch Wealth Management
231.922.3342
Financial Advisor
231.922.3328
Senior Vice President, Senior Financial Advisor
231.922.3336
Assistant Vice President, Senior Financial Advisor
231.922.3321
First Vice President, Wealth Management Advisor
231.922.3340
Vice President, Senior Resident Director
231.922.6822
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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.