Financial Advisor, Merrill Lynch

The A.G.M. Group

Global Wealth Management


2501 COOLIDGE ROAD
Suite 500
EAST LANSING, MI 48823

Phone: (517) 324-4617
Email:

Directions to Branch

PROFESSIONAL STAFF

(800) 6035924Vice President
(888) 2934396Assistant Vice President
(888) 5084704Financial Advisor
(800) 6782855Senior Associate
(800) 6782855Client Associate

PROFESSIONAL PROFILE

KEITH G. AZAR, CFM, CRPC®

Keith is a Vice President 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 CFM curriculums along with a B.A. in Finance from Michigan State University. Additionally, Keith is a Portfolio Manager in Merrill Lynch's 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 Assistant Vice President and joined Merrill Lynch in 1997. Along with being a PIA Program Portfolio Manager Mick has successfully completed the Merrill Lynch Wealth Management Advisor and CFM curriculums. 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 2 years and has her Series 7, Life & Health Insurance licenses. Amanda lives in Grand Ledge with her husband, Adam, and their daughter.

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Mick H. Glaser, CFM, CRPC is registered to do business in: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MI, MN, NC, NM, NY, OH, VA

Marc A. Merritt, CFP, CRPC is registered to do business in: AL, AZ, CA, CO, DE, FL, GA, HI, IA, IN, MA, MD, MI, MO, NJ, OH, PA, SD, VT, WA

Keith Azar is registered to do business in: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MI, MN, NC, NM, NY, OH, VA

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Client Commitment

 

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