Jeffrey M. Fratarcangeli
Managing Director-Wealth Management
Senior Financial Advisor
Jeffrey is a Managing Director-Wealth Management with Bank of America Merrill Lynch. He is the managing director of the Fratarcangeli Group, which was established 18 years ago. The group practice is comprised of a total of eight individuals comprising over 50 years of combined experience. For 12 years, Jeff was in the top 1% of all advisors at his firm.
Jeffrey’s clients are high net worth families – that is, CEOs, athletes, celebrities, business owners, corporate executives, and retirees. Jeffrey also works with publicly traded small and medium size companies. He designs detailed financial strategies, and creates wealth management strategies for his clients, taking into account their investment needs, their ability or willingness to assume risk, their time horizon, and other factors that may effect their investment decisions. Jeffrey also speaks across the country to business owners and executives on various topics of interest.
While participating in a 4 year full scholarship at Eastern Michigan University in soccer, where he was on the Mid-American Conference All-Academic Honor Roll, he received a Bachelor of Science in Business Administration, majored in Finance and minored in Accounting and Economics. Jeff is Series 7, 63, 65 and 66 licensed.
Jeffrey has residences and offices in Birmingham, Michigan, Ft. Lauderdale, Florida and Manhattan, New York. He appreciates his mid-western roots while valuing the advantages of being close to the pulse of the financial headquarters of the world. Jeff is married to his wife Nicole and has two children, Louis and Marcelo. In Jeff's spare time, he enjoys competitive sports and is a part of many charities, including the Boys and Girls Club, that focus on his passion to help under privileged children.
Senior Registered Client Associate
Mark is a Registered Client Associate at Merrill Lynch Global Wealth Management; he is currently in his 8th year in the industry. He has spent the last 5 years on the Fratarcangeli Team. He holds his Series 7 license.
While attending Central Michigan University, Mark received a Bachelor of Science in Business Administration, majoring in Finance and Certified Financial Planning.
Mark is a proud first generation Italian-American with residency in Bloomfield Hills, Michigan. He grew up in a family run business and he enjoys spending his free time in the outdoors and traveling to Italy.
Senior Registered Client Associate
Steve is a new member to the Fratarcangeli Team. Steve began his career with PaineWebber (now UBS) and has devoted more than 14 years in the financial services industry to serving clients, in which his focus has included retirement, education savings and wealth management services. He holds his Series 7, 63 and 66 securities licenses and life, health and variable annuity licenses.
Steve is a graduate of Oakland University with a bachelor’s degree in marketing. He resides in Rochester with his wife Marcy, and two sons, Luke and Troy. In his free time, he enjoys golfing.
Xavier is a Financial Advisor with the Fratarcangeli Team, which is a part of Merrill Lynch Global Wealth Management. He is currently in his second year in the industry, and currently holds a series 7 and 66 license.
Xavier attended the University of Michigan. He graduated with Honors with a degree in Economics, as well as a minor in Political Science. Shortly after his graduation, he was recruited to the Fratarcangeli Team, where he has remained for the past two years. Xavier currently resides in Bloomfield, Michigan.
Registered Client Associate
Jeffrey is a client associate with the Fratarcangeli Team which is part of Merrill Lynch Global Wealth Management. He is currently in his second year in the industry and holds the series 7 and 66 licenses.
Prior to joining the team, Jeffrey was a small busines owner and also worked in web software programming, e-commerce software architecture, business-to-business supply chain integration and consulting. He is a sought after speaker, co-author and educator on the subject of identity theft and The DataBased You™.
Jeffrey holds a Bachelor of Arts in Political Science, with a focus on American Government and Political Theory, from the University of Michigan-Ann Arbor.