Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
248.488.5211
39001 W 12 Mile Rd
Farmington Hills, MI 48331
The Jennings Wohl Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Jennings Wohl Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.
The Jennings Wohl Group
Headquartered in Farmington Hills, Michigan, the Jennings Wohl Group works with a select group of accomplished clients, streamlining the complexities that significant wealth can entail. The team advises clients throughout the United States, assisting multiple generations in growing, preserving and transferring wealth effectively. Keenly attuned to each client’s unique priorities and aspirations, the team’s advisors begin each relationship by distilling a family’s intent for its wealth, grounding its work in that singular vision. They then design and implement highly tailored programs that leverage the team’s distinctive skills and strengths, helping families realize their deeply-held goals.
Team founders Jennifer Jennings and Donny Wohl have spent their careers focused on the unique needs of families, providing them with insight into the opportunities and challenges that arise. The team advises a number of entrepreneurs, business owners and other professionals, advancing a holistic approach that smooths the intersection of personal and professional wealth. Adept in analyzing both sides of a client’s balance sheet, the team seeks to capitalize on efficiencies and remedy gaps, integrating the extensive resources of Merrill and the banking convenience of Bank of America. Clients look to the team for timely information and in-depth analysis during critical crossroads in their financial lives. Moreover, the team helps to advance cohesive strategy and tactics across a client’s professional network. Working in concert with a client’s external tax and legal advisors, the team advances sound communication, timely collaboration and unified strategy. As advisors to an intimate circle, Jennifer and Donny also help discern and share best practices, enabling clients to benefit from the first-hand experiences of like-minded peers.
Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Market Linked Investments Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #533745
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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