PROFESSIONAL PROFILE

Phillip A. Serra, Wealth Management Advisor and PIA Program Portfolio Manager, is commencing 23 years of investment experience at Merrill Lynch. Mr. Serra holds a BS in Business Administration with a Major in Accounting from Oakland University, and is a Certified Financial Planner™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has also passed the Uniform Certified Public Accountant (CPA) examination, although he does not provide tax advice in his role at Merrill Lynch.

Mr. Serra has a personal commitment to providing superior service and to deliver the best financial strategies to his clients. Areas of concentration include: retirement planning, estate planning, tax planning, general investment counseling and business advisory consulting to small and middle-market companies which includes commercial lending as well as review/implementing retirement plan solutions. Phil lives in Farmington Hills with his wife Chrissy and their boys, Nick and Dan. He coaches youth baseball and basketball and is very active in his community and various charities.

Toria A. Cooper, Registered Senior Client Associate, has been assisting Phil for more than 8 years. Toria began her career in financial services in 1988 and joined Merrill Lynch in 1994. She received her BBA in Finance from Davenport University. As a Senior Associate, she is the first point of contact with our clients. She is Series 7 and 65 licensed, as well as licensed by the State of Michigan.