Neighbor News
Four Farmington Hills Merrill Advisors Win Top Honors
Farmington Hills Merrill Financial Advisors Recognized on Barron's and Forbes' lists
Merrill advisors Kristina Abro; Jason Bowens; Nicole Christians; and Phillip Serra were named to Forbes’ 2024 “Best-in-State Wealth Advisors” list.
Additionally, Christians was also named to Barron’s 2024 “Top 1,000 Financial Advisors” list.
Christians, Farmington Hills, joined Merrill in 2002, after graduating from the University of Michigan with degrees in history and philosophy. She works with high-net-worth clients on estate, wealth, and tax planning strategies. Nicole holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation. She has been a participant in the Barron's Top Women Advisors Summit since 2016.
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Abro, Farmington Hills, joined Merrill in 2012, upon graduating from Central Michigan University with a degree in Economics from the School of Business. Kristina works with clients to help them identify and meet their unique financial goals, with an aim at simplifying their complex financial lives. She uses a broad asset and liability management approach along with her understanding of the financial sector to benefit her clients.
Bowens, Farmington Hills, a senior portfolio manager and wealth manager advisor, Bowens focuses on total wealth management for clients and Merrill recognizes him as a Sports and Entertainment Advisor and has achieved Merrill’s Retirement Benefits Consultant title. After graduating Michigan Tech University where he played collegiate football for four years, Bowens earned two master’s degrees, in engineering from Purdue University and and M.B.A. from Indiana University – Kelley School of Business.
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Serra, Farmington Hills, focuses on retirement planning and income strategies; investment management; lending, banking and cash management; life insurance and long-term planning; trust and estate planning; wealth transfer and charitable giving; and business advisory consulting. He is a CERTIFIED FINANCIAL PLANNER and a CPA. Serra graduated Oakland University with bachelor’s degree in accounting.
