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MG & Associates

Merrill Private Wealth Management

39577 Woodward Ave.

Floor 01

Bloomfield Hills MI 48304

(800) 644.8444

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WelcomeRecognitionOur ApproachMeet Our TeamInsightsAbout Private Wealth

Mission Statement

At MG & Associates, our mission is to empower clients with the financial confidence to pursue their greatest aspirations. Guided by our values, we believe in stewardship, integrity, and the dignity of every individual. By deeply understanding your life goals and challenges, we craft personalized strategies that integrate investment management, tax-efficient planning, legacy design, and family dynamics. With over three decades of experience, we proactively adapt to market trends, helping to ensure your financial plans remain as dynamic as your vision for the future.

Welcome

Our team specializes in serving the sophisticated needs of multi-generational families, many with private business backgrounds. At MG & Associates, we believe in delivering the intimacy of a boutique experience paired with the global strength of a leading financial institution. Our team is dedicated to fostering lasting relationships built on trust, discretion, and exceptional service.

Recognition

Frank Migliazzo

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2018

(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)

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.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2018

(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)

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.)

Financial Times "400 Top Financial Advisers", 2018

(Published on March 22, 2018. Rankings based on data as of June 30, 2017.)

Show more recognition

Frank Migliazzo

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2018

(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)

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.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2018

(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)

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.)

Financial Times "400 Top Financial Advisers", 2018

(Published on March 22, 2018. Rankings based on data as of June 30, 2017.)

Derick Grembi

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2022-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2022-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

MG & Associates

Barron’s “Top 250 Private Wealth Management Teams”, 2024

(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)

Forbes "America's Top Wealth Management Teams Private Wealth", 2022-2024

(Published annually in November. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

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Our Approach

Our Philosophy

We believe your financial journey should be a source of comfort and confidence, not complexity. That's why we coordinate every dimension of wealth management, empowering you to focus on what matters most—family, business, and the legacy you leave for future generations. With time, attention, and unparalleled expertise, we bring clarity and purpose to your financial life, now and for years to come.

Meet Our Team

Frank Migliazzo,

CFP®, CIMA®

Managing Director, Private Wealth Advisor

248.540.3371

Derick Grembi,

CFA, CFP®

Managing Director, Private Wealth Advisor

248.540.3376

Lisa C Fulgenzi

Assistant Vice President, Private Wealth Associate

248.540.2533

Kathleen G. Reuter

Registered Private Wealth Client Associate

248.540.3120

Jordan Reed Ingram

Senior Vice President, Senior Financial Advisor

248.645.7140

Andrew Francis Lottman,

CPFA®

Senior Vice President, Senior Financial Advisor

248.540.2984

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Eli Poupko

Wealth Strategist

Merrill

Clauter Charleston

Alternative Investments Regional Specialist

Bank of America, N.A.

David Neumann

Senior Structured Credit Executive

Bank of America, N.A.

Insights

Market Briefs: Breaking insights on the economy and policy changes

Considerations for potentially reducing your tax bill this year or moving forward

Insights on how families can navigate communication amidst wealth

Strategic approaches to real estate gifting

The value of developing family policies

Market Decode: Small caps, big potential

About Private Wealth

We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.