John A Cozzi
Wealth Management Advisor
First Vice President-Wealth Management
32255 NORTHWESTERN HIGHWAY Floor 02 Suite260
FARMINGTON HILLS, MI 48334
Phone: (888) 671-0227Email:
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John A. Cozzi, CFP®First Vice PresidentWealth Management AdvisorJohn Cozzi has been helping Merrill Lynch clients throughout the United States achieve financial security since 1987. Over the last 25 years, he's built a reputation for integrity and trust in helping a select group of high net worth clients successfully navigate the financial markets by providing them with customized strategic planning and tactical investment strategies.Each client faces unique financial challenges and opportunities in managing their wealth. John works with his clients' other advisors including attorneys and accountants to address their retirement, tax, trust, philanthropic and estate needs -including wealth transfer strategies.John has achieved several advanced certifications including CERTIFIED FINANCIAL PLANNER™,awarded by the Certified Financial Planner Board of Standards, Inc.; and Chartered Retirement Planning CounselorSM . In addition, Merrill Lynch has recognized his experience and commitment to clients with an appointment as Portfolio Manager to the Merrill Lynch Personal Investment Advisory® Program. This program enables specially qualified Financial Advisors to provide clients with sophisticated and disciplined portfolio management.His passion is to build enduring relationships through a commitment to successful long-term stewardship of each clients wealth. Because of the level of attention and service this requires, John limits new clients to only those referred by current clients, or their CPAs and attorneys.John graduated from Western Michigan University with a BBA in Finance in 1985. He and his wife live on Grosse Ile, Michigan and have 3 children.
Amy Birchard, Client AssociateAmy is our client's primary point of contact and handles all of their administrative issues. She and John have worked together since Amy joined Merrill Lynch in 1998, having brought 10 years of prior industry experience to their team. Amy provides clients with a valuable resource and excellent service when helping with various daily need
John Cozzi is registered to do business in:AZ, CA, FL, ME, MI, NC, NV, NY, OH, SC, TN
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