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Resident DirectorSenior Vice President-Wealth Management777 EISENHOWER PLAZAANN ARBOR,
Reg Senior Client Associate
Mark Mueting, CIMA®, CPWA®Senior Vice President-Wealth ManagementWealth Management AdvisorSenior Portfolio ManagerSince 1989, Mark Mueting has combined deep financial industry knowledge with Merrill Lynch’s vast resources to provide affluent investors with flexible, sophisticated wealth management. He is committed to building real, lifelong relationships with clients because he believes the better he knows someone, the better he can help them pursue their most cherished goals and priorities. Mark recognizes the trust clients place in him, and he works to uphold their confidence with hands-on support and informed guidance. From crafting customized financial strategies, to personally managing clients’ investments, he embraces every opportunity to apply his in-depth knowledge and experience to help clients find comfort and confidence in their financial lives. • Certified Investment Management Analyst® (CIMA®) designation through IMCA, coursework completed at the Wharton School, the University of Pennsylvania • Certified Private Wealth Advisor® (CPWA®) designation through IMCA, coursework completed at the Booth School of Business, the University of Chicago • Mark is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of other Merrill Lynch Advisors’ clients.and is approved by Merrill Lynch Trust Bank to manage assets. • B.S.B.A. in finance from Central Michigan University
The Mueting GroupAt the Mueting Group, we believe true wealth involves much more than the value of your investments, because your financial life extends far beyond your portfolio. So, we strive to help affluent investors preserve and protect the assets they’ve worked so hard to build — while upholding their current lifestyles and fostering a legacy for their families. We customize our strategies and investments to reflect each individual or family’s needs, but our wealth management approach is built on the following objectives: • Create a Plan to Pursue Your Unique Goals We take pride in helping investors build the financial lives they’ve imagined, so we will spend considerable time uncovering your personal objectives at each life stage. From financing children or grandchildren’s educations to creating a reliable income during retirement to funding philanthropic passions and beyond, we work to understand how you define financial success — and then use this knowledge to craft a plan to pursue your greatest goals.• Streamline Your Financial Life Many investors come to the Mueting Group with disjointed wealth that spans multiple accounts, firms and investment perspectives. We will strive to save you the stress, uncertainty and potential risk that result from disorganized investments by synchronizing every aspect of your wealth with outcome-driven guidance and planning. Additionally, we often collaborate with clients’ other professional guides, such as attorneys and CPAs, so help streamline every aspect of your financial life. • Support Your Strategies With Informed, Modern PerspectivesWe believe success in today’s rapidly evolving, increasingly complex financial world demands both deep market experience and modern perspectives. Senior Vice President Mark Mueting combines 23 years as a Financial Advisor with extensive, ongoing education to bring you sophisticated strategies and customized investment management that reflect where you are today and where you hope to be tomorrow. • Deliver Attentive, Personalized Service at All TimesWe are committed to taking care of investors and believe we can make a positive impact on their lives. When we begin new client relationships, our goal is to help them protect, preserve and build wealth for generations. We focus on building real relationships, so clients know they can turn to our team for any financial need at every life stage. Our Wealth Management Services Include:• Customized investment management• Retirement planning• Trust and estate planning strategies• Education funding strategies• Business recommendations• Credit and lending strategies through Bank of America, N.A. Jennifer KempfRegistered Senior Client AssociateSince 1996, Jennifer has served Merrill Lynch clients with friendly, knowledgeable support. From account maintenance to relationship building, she helps ensure investors receive the timely assistance, personalized information and ongoing updates that are the foundation of our team’s dedicated client service. Jennifer holds Series 7, 63 and 65 securities registrations. Deborah KelsoClient AssociateDeb joined Merrill Lynch in 1985 and is a seasoned professional who cares deeply for clients. With nearly three decades of experience ranging from operations to sales support, Deb uses her diverse, informed background to help uphold our team’s business activities, client relationships and daily administrative needs with prompt service and detailed attention.Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA®, Certified Private Wealth Advisor®, CIMA® and Certified Investment Management Analyst®. Use of CPWA®, Certified Private Wealth Advisor®, CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Mark Mueting is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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