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CALDER PLAZA250 MONROE AVENUE NW
Floor No. 06,
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Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President
Assistant Vice President
Reg Senior Client Associate
Reg Client Associate
The Tupper Group advises clients on wealth accumulation, preservation, and transfer through the creation of individually customized wealth management strategies. Working with individuals, multigenerational families, and business owners on a holistic approach to their lives, we utilize goals-based planning to determine the appropriate portfolio for each individual. With over 75+ years combined experience, we are able to provide seamless intergenerational planning using a defined process. We keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of a disciplined approach. We stress a long-term view to investing based upon financial needs, goals, and risk tolerance. Because this is not a quick and easy task, we are selective in the clients we service. As trusted advisors, we encourage a team approach. We work to develop relationships with our clients' other trusted advisors, including their attorneys, tax professionals and philanthropic partners. In our view this results in greater financial clarity in helping clients reach their goals. Additionally, having access to an array of Merrill Lynch/Bank of America specialists, we are able to leverage their expertise to provide more beneficial advice.
Dick H. TupperSenior Vice President – Wealth ManagementWealth Management AdvisorPortfolio ManagerDick knows the accumulation and preservation of wealth presents different challenges and opportunities to each of the clients with whom he works. With a focus on concentrated equity holdings, equity portfolio management and fixed income strategies, Dick implements advanced investment methodology and portfolio design to deliver unique recommendations for clients. Dick joined the Grand Rapids office of Merrill Lynch in 1977. He is a graduate of Brown University, Providence, Rhode Island, with a B.A. in German and a minor in psychology. Dick and his wife Kathleen live in Grand Rapids and have three children and four grandsons.Molly J. Tupper Chelovich, CFP®Assistant Vice PresidentSenior Financial AdvisorPortfolio AdvisorAs a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Molly combines a deep rooted passion for analytics with Merrill Lynch’s unparalleled planning tools to assist clients with a multitude of planning needs, including – but not limited to – the areas of retirement, education and legacy to help deliver planning based investing. Molly also focuses on working with clients on their philanthropic desires and deploying the multitude of strategies Merrill Lynch/Bank of America offers to fulfill these desires.Joining Merrill Lynch in 2006, Molly is a graduate of Butler University with a B.S. in marketing and minor in economics. Molly is an active volunteer with the Alzheimer's Association, Greater Michigan Chapter. Molly and her husband Colin reside in Grand Rapids Township with their son and enjoy playing golf, travel and spending time with friends and family.Beverly A. HeyboerRegistered Senior Client AssociateBeverly is responsible for client relations and contact management, with a focus on the Merrill Lynch Goals Based Wealth Management principles. Through proactive service and administrative calls, Beverly handles regular review scheduling for our clients and works to ensure we have the most accurate information on record for all of our relationships. Beverly also assists with banking, credit and lending service needs. Beverly has been with Merrill Lynch since 1984. She and her husband Roger live in Grandville with their two daughters and she enjoys being involved in their activities including soccer, track, orchestra and band.Brian M. AdamsRegistered Client AssociateBrian works as your concierge to assist you with account support and operational needs, including the areas of new client transitions, account opening, money transfers and assistance with MyMerrill.com. In addition, he assists with review preparation and managed accounts administration.Brian joined Merrill Lynch in 2013 after working in both higher education and public relations. He is a graduate of Ohio University with a B.S. in journalism and history/political science. Brian and his wife Sarah live in Grand Rapids with their two sons.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Dick Tupper is registered to do business in : AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, ME, MI, MN, NC, NJ, NY, OH, OK, TN, TX
Molly J. Tupper Chelovich is registered to do business in : AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, ME, MI, MN, NC, NJ, NY, OH, OK, TN, TX
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