James Vrabel

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Ortonville, MI 48462

Credentials

Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer

Work history

Edward Jones

2020 - Present (6 years)

Smart Pay Lease

2019 - 2019 (1 year)

Push Wireless

2018 - 2019 (1 year)

Sprint

2010 - 2018 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael L

Series 63, Series 66

Clarkston, MI

Merrill

Michael Lowther is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2008 and brings over 15 years of experience in the financial industry. Michael specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Michael holds a Bachelor's Degree from Central Michigan University and holds the professional designation of Personal Investment Advisor (PIA). He has also been an active volunteer with organizations including Easter Seals and Special Olympics of Michigan. Michael resides in Clarkston with his wife and two children. Outside of work, he enjoys cooking, football, golfing, racquetball, reading, running, skiing, and spending time with his family.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Retirement income strategy Planning for children with special needs Parents Young Families

Hilary R

CFP®, ChFC®, Series 66

Clarkston, MI

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Early retirement planning Wealth management Founder/Business Owner

Alex S

Series 63, Series 66

Grand Blanc, MI

Merrill

Alex Storozhenko is a Senior Financial Advisor with extensive experience in wealth management, serving successful executives, professional athletes, and high-net-worth families. Leading The Storozhenko Group within Merrill Lynch Wealth Management, he offers clients access to Merrill's investment resources and the banking services of Bank of America. His expertise includes comprehensive wealth management, focused support for professional athletes to manage their unique career demands, and guidance through significant financial transitions such as retirement, inheritance, and business sales. Since entering the financial services industry in New York City in 1997, Alex has developed specialized capabilities as a Portfolio Manager, offering discretionary management of personalized and defined investment strategies. He collaborates closely with clients' attorneys, accountants, and other advisors to address estate planning and related financial matters. His professional certifications include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alex holds a bachelor's degree from Moscow Business University. Outside of his professional activities, he enjoys antiquing, chess, cooking, fishing, and watching movies. He lives with his wife, Christine, and their two sons, Nick and Evan.

Wealth management Concentrated stock management Business exit / sale strategy General estate planning guidance Executive Professional Athlete

Kyle R

Series 66

Davison, MI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner

Nathan M

Series 63, Series 66

Grand Blanc, MI

Fidelity

Nathan Morris is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial consultants to identify opportunities within clients' financial situations. His role involves simplifying complex financial topics to ensure clients feel informed and supported throughout the planning process. He joined Fidelity Investments in 2024 and has held several positions, including Investment Solutions Representative and Customer Relationship Advocate, before becoming a Planning Consultant in 2025. Outside of his professional work, Nathan enjoys fitness, hiking, outdoor adventures, spending time with pets, and traveling.

General retirement planning Retirement income strategy Income planning

Stevi E

Series 66

Grand Blanc, MI

Merrill

Stevi Edmunds is a financial advisor at Merrill Lynch Wealth Management specializing in personal retirement planning, family wealth management strategies, legacy planning, education planning, and retirement income. She is dedicated to helping individuals, families, and businesses achieve their financial goals through a client-centric approach that focuses on creating personalized wealth management strategies. Her expertise includes investment planning, tax-efficient strategies, and risk management. Stevi holds a Bachelor's Degree from Franklin College and maintains professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER® (CFP), and Personal Investment Advisor (PIA). She emphasizes building long-term relationships based on trust and integrity, tailoring financial plans to each client's unique perspectives and priorities. As a Merrill advisor, she aims to connect all aspects of her clients’ financial lives to help prioritize and pursue their most important goals. Beyond her professional work, Stevi is involved with Rotary and enjoys boating, fishing, and spending time with her family.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Women Professionals Women's Finance Parents
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