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Farmington Hills Merrill Advisors Named as Forbes Best In State
Merrill Advisors Recognized on Forbes magazine's "Best-in-State Advisors 2020" list.
Four Merrill financial advisors in Farmington Hills have been named to Forbes magazine’s “Best-in-State Advisors 2020” list.
Jason Bowens is a Merrill advisor who serves as a lead strategist and senior portfolio manager. He focuses on total wealth management to develop strategies tailored to each individual’s unique financial needs.
Jason is a Certified Financial Planner and a Retirement Benefits Consultant, a credential Merrill bestows on a select group of its financial advisors. He also holds the Chartered Retirement Planning Counselor and the Chartered Retirement Plans Specialist designations from the College for Financial Planning. Jason was also named to Forbes "Best-in-State Wealth Advisors" list in 2019.
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Nicole Christians has been with Merrill since 2002, after graduating from the University of Michigan with degrees in history and philosophy. She works with high net worth clients on estate, wealth, and tax planning strategies.
Nicole holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor professional designation. She has been a participant of the Barron's Top Women Advisors Summit since 2016. She was also named to Forbes "Best-in-State Wealth Advisors" list in 2018 and 2019.
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Aaron Romain joined Merrill in 1998. He works with high net worth Individuals and their families and offers them a personalized approach for portfolio management and retirement planning.
Aaron holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning CounselorSM professional designation. Aaron is also a Senior Portfolio Manager. He was named to Forbes "Best-in-State Wealth Advisors" list in 2019.
This is the third year in a row that Merrill advisor Phillip Serra has been named to the Forbes "Best-in-State Wealth Advisors" list.
Serra has 31 years of investment experience at Merrill. His areas of concentration include retirement planning, estate planning, tax planning, and commercial financing/retirement plan services to businesses. He holds a Bachelor of Science in Business Administration from Oakland University and is a Certified Public Accountant.
