Griffin began his career at Merrill in 2010. He provides high-net worth clients with sophisticated wealth management strategies designed to help them achieve their goals while managing risk. Over the years, he has developed extensive expertise in advising closely held business owners and executives on critical strategies related to sales, mergers and acquisitions, private equity financing, and succession planning. Griffin leverages this experience to deliver highly tailored guidance to business owners, their spouses, and family members, ensuring their personal and financial goals are fully aligned. Backed by the strength and resources of Merrill, Griffin delivers strategies designed to help clients achieve lasting success and peace of mind.
He earned his bachelor’s degree in management, with a minor in finance, from Purdue University, where he was the captain of the tennis team his senior year. Griffin holds multiple designations including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Exit Planning Advisor® (CEPA®).
Griffin has been recognized by Forbes in its list of “Best-in-State Wealth Advisors” in 2022-2025 (Published annually Jan - April. Rankings based on data as of June 30 of prior year), “Top Next-Generation Wealth Advisors Best-in-State” in 2022-2025 (Published annually Aug - Sept. Rankings based on data as of March 31 of current year), “America’s Top Wealth Management Teams Private Wealth” in 2022-2025 (Published annually in November. Rankings based on data as of March 31 the same year) and “Best-in-State Wealth Management Teams” in 2023-2026 (Published annually in January. Rankings based on data as of March 31 of prior year); and Barron’s magazine in its list of “Top 250 Private Wealth Management Teams” in 2024-2025 (Published annually in May. Rankings based on data as of December 31 of prior year).
Griffin enjoys golf, squash and tennis. He and his wife, Jenny, reside in Birmingham, Michigan, with their three children, Cooper, Charlie and Tatum.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Barron's "Top 250 Private Wealth Management Teams" list. Rankings are based on the opinions of Barron's which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron's does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
My 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. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
