You know where you want to go. Let’s talk about how we can help you get there.
Your financial advisor should be someone who understands you and your family, your priorities, and what matters most to you. The Simonton-Hanosek-Mangum Wealth Management Group of Traverse City believes that kind of careful, consistent attention is the best way to help you stay on track for your goals now and over time. Years ago, we committed to working with a select group of clients so we could provide a more thoughtful, proactive level of service. With that kind of focus, we hope clients will want to be with us for life — and make us their first contact whenever they’re faced with major decisions. Having more than 140 years of collective experience, our team combines the responsiveness of a small firm with access to the vast global resources of one of the world’s largest financial services companies. We consider it a privilege to help you find a strategy that’s right for the life you envision.
Rick Simonton, CFP®, CIMA®, CPWA® Senior Vice President Wealth Management Advisor Portfolio Manager
The Simonton-Hanosek-Mangum Wealth Management Group 333 West Grandview Parkway, Suite 300 Traverse City, Michigan 49684 231.922.6825 877.296.3152 toll free 614.441.4187 fax richard_simonton@ml.com fa.ml.com/theshmgroup
Call us today so we can talk about you and your family’s hopes, goals and dreams.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and Member SIPC, and other subsidiaries of Bank of America Corporation. Investment products:
Are Not FDIC Insured Are Not Bank Guaranteed
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The Bull Symbol and Merrill Lynch are trademarks of Bank of America Corporation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. CIMA® is a registered certification mark of Investment Management Consultants Association, Inc. CPWA® is a registered certification mark of Investment Management Consultants Association, Inc. © 2017 Bank of America Corporation. All rights reserved. ARG7S3RL | AD-07-17-0092 | 07/2017