PROFESSIONAL PROFILE

KEITH G. AZAR, CFM, CRPC®

Keith is a First Vice President- Investments and began his career with Merrill Lynch in 1993. Originally from Clinton Township, Michigan, he has successfully completed the Merrill Lynch Wealth Management Advisor and Certifed Financial Manager designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam, along with a B.A. in Finance from Michigan State University. Additionally, Keith is a Portfolio Manager, PIA Program and a CHARTERED RETIREMENT PLANNING COUNSELOR™. Keith lives in Bath with his wife, Jen, and their two children.

MICK H. GLASER, CFM, CRPC®

Mick is an First Vice President- Investments and joined Merrill Lynch in 1997. Along with being a PIA Manager, PIA Program Mick has successfully completed the Merrill Lynch Wealth Management Advisor and Certifed Financial Manager designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam. Mick is a CHARTERED RETIREMENT PLANNING COUNSELOR™ and earned a B.A. in Finance from Michigan State University. Originally from Manchester, Connecticut, he now resides in East Lansing with his wife, Jill, and their two children.

MARC A. MERRITT, CFP®, CRPC®

Marc is a Financial Advisor and has been with Merrill Lynch since January, 2003. A CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., CHARTERED RETIREMENT PLANNING COUNSELOR™ designee & a Certified Special Needs Advisor, Marc received his B.A. in Policy & Applied Economics from Michigan State University. Marc is originally from South Lyon, Michigan and now resides in East Lansing.

MARY LOU SIMON

Mary Lou is a Senior Associate and has been with Merrill Lynch for over 25 years and has her Series 7 and Series 63 licenses. She lives in Westphalia, Michigan with her husband, Paul, and their three children.

AMANDA BOYD

Amanda is a Client Associate. She has been with Merrill Lynch for over 4 years and has her Series 7, Life & Health Insurance licenses. Amanda lives in Grand Ledge with her husband, Adam, and their daughter