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:
Save to Address Book
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, CO, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer, Member FINRA and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.
Investment products, insurance and annuity products:
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA™ Global Capital Management.