Frank Migliazzo, a 1969 graduate of Notre Dame High School who leads a Merril Lynch private banking and investment group in Troy, Mich., has been named one of the Financial Times “Top 400 Financial Advisors.” Financial Times also named Migliazzo to its Top 400 Advisors list in 2015 and 2016. Eighty Merrill Lynch advisors were recognized this year, the most of any firm.
This is the third time this year Migliazzo has received national recognition as one of America’s top financial advisors. He also has been named to the 2018 Barron's “Top 1,200 Financial Advisors” list and 2018 Forbes “Best-in-State Wealth Advisors” list.
Migliazzo began his Merrill Lynch career in 1979. As the leader of MKG & Associates, he provides strategic direction and investment policy for the team and applies his knowledge, experience and judgment in crafting investment portfolios that anticipate and respond to varied market environments. In addition, Migliazzo is one of approximately 80 advisors nationally who are designated as Global Institutional Consultants at Merrill Lynch.
The formula the Financial Times uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. The factors are assets under management, AUM growth rates, years of experience, compliance record, industries certifications, and online accessibility. Assets under management accounted for an average of 70 percent of each adviser’s score. AUM growth rate accounted for an average of 17 percent.
Migliazzo earned his undergraduate degree from Western Michigan University and his M.B.A. from the University of Detroit. He is a certified financial planner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investment Management Consultants Association (IMCA) at the Wharton School.
Migliazzo serves on the board of the Boys & Girls Club of Southeastern Michigan and the Manresa Jesuit Retreat House.
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About Notre Dame Preparatory School and Marist Academy
Notre Dame Preparatory School and Marist Academy is a private, Catholic, independent, coeducational day school located in Oakland County. Notre Dame's upper school enrolls students in grades nine through twelve and has been named one of the nation's best 50 Catholic high schools (Acton Institute) four times since 2005. Notre Dame's middle and lower schools enroll students in pre-kindergarten through grade eight. All three schools are International Baccalaureate "World Schools." NDPMA is conducted by the Marist Fathers and Brothers and is accredited by the Independent Schools Association of the Central States and the North Central Association Commission on Accreditation and School Improvement. For more on Notre Dame Preparatory School and Marist Academy, visit the school's home page at www.ndpma.org.