Ann Arbor Merrill Advisor Named to Top Lists

Sara Wohl, a Merrill Lynch financial advisor based in Ann Arbor was recently named to Forbes' 2023 "Top Wealth Advisors Best-in-State"; Forbes' "Top Women Wealth Advisors Best-in-State," and Financial Planning's 2023 "Top 40 Brokers Under 40."

Sara joined Merrill in 2011, and is certified by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor. She holds the Chartered Advisor in Philanthropy designation and is passionate about socially responsible investing; working with non-profit organizations; and creating charitable giving strategies.

Sara graduated from the University of Michigan Ross School of Business and earned an MBA from Walsh College of Accountancy and Business. She resides in Ann Arbor with her husband and three children.