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
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Merrill Lynch Wealth Management
231.922.6822
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Merrill Lynch Wealth Management
231.922.6816
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Merrill Lynch Wealth Management
231.922.3320
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Merrill Lynch Wealth Management
231.922.6825
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The Miles Baer Team
Merrill Lynch Wealth Management
231.922.3342
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First Vice President, Senior Financial Advisor
231.922.3336
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Financial Advisor
231.922.3328
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Financial Advisor
231.922.6827
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Assistant Vice President, Senior Financial Advisor
231.922.3321
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First Vice President, Wealth Management Advisor
231.922.3340
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Vice President, Senior Resident Director
231.922.6822
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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.