Branch Office Profile
The Merrill Lynch Novi Office offers you the experience that comes from being exposed over many years to virtually every financial situation a client may face. We use that knowledge to provide individualized attention, customized advice and guidance through our Goals Based Wealth Management approach.
We welcome the opportunity to demonstrate how our experience can make a significant difference in your life through strategies such as wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors.
To pursue those strategies, we employ Merrill Lynch's time-tested wealth management process, which begins by taking the time to fully understand your current financial situation. Our Financial Advisors understand the demands and responsibilities that accompany significant wealth.
As the only office in the Novi area, we will use our experience to help you manage risk and address your short- and long-term financial goals.
Aubrey W. Lee, Jr. has been Resident Director of the Novi Office since 2006. He began his Merrill Lynch career as a Financial Advisor in 1987 in the Dearborn, Michigan office prior to his current assignment in Novi.
He and his wife, Janice, live in Farmington Hills, Michigan and have four children and two gransdons.
Our most deeply help commitment and tradition is that clients' interests come first. We are prepared to use our experience and move quickly as your goals change, family or businesses situations develop and new financial commitments arise.
We will maintain contact with you to help anticipate your needs and adjust your strategies. Earning your trust is our goal, and we encourage you to contact our office for answers and discussions at any time.
We support our communities as volunteers and sponsors of local charities, including the arts, children's programs, and health-oriented activities.