Merrill advisers earn top honors from Financial Times

Two Merrill private wealth advisors recently were named to the Financial Times’ FT 400 Top Financial Advisors list. They are Dana Locniskar and Frank Migliazzo, both of whom work out of Merrill Troy offices.

Dana Locniskar joined Merrill in 1970 and has built an investment group in wealth management for high net-worth individuals, families and institutions. Dana focuses on wealth management, concentrated stock strategies, philanthropic and estate planning and trust services. Dana serves on the boards of the Community Foundation for Southeast Michigan, City Year and the Futures Foundation. He is chairperson of the Beaumont Foundation Planned Giving Committee.

Frank Migliazzo joined Merrill in 1979 and provides strategic direction and investment policy using his knowledge, experience and judgement in crafting investment portfolios that anticipate and respond to varied market environments. Frank earned his bachelor’s degree from Western Michigan University and his MBA from the University of Detroit.

The formula the Financial Times uses to grade advisers is based on six broad factors: Assets under management, AUM growth rates, years of experience, compliance record, industries certifications, and online accessibility.

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