Mark Mazur

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Clinton, MI 49236

Credentials

Series 66

Industry experience

7 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management

Work history

Edward Jones

2018 - Present (8 years)

JP Morgan Chase

1987 - 2018 (31 years)

Disclosures

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

Business activities & affiliations

Jeremiah N

Series 66

Manchester, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General retirement planning Wealth management Executive

Preston P

Series 66

Tecumseh, MI

Edward Jones

Retirement income strategy Business ownership considerations Business Financial Management Retirement withdrawal strategies Founder/Business Owner

Scott T

CFP®, Series 63, Series 66

Ann Arbor, MI

Edward Jones

Divorce financial planning Liquidity event planning Retirement income strategy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Divorced Intergenerational Families

Thomas D

Series 66

Ann Arbor, MI

Merrill

Thomas Durocher is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients since 2012. He is a CERTIFIED FINANCIAL PLANNER® certificant and a partner in The Ackroyd Durocher Group alongside fellow advisor Kevin Ackroyd. Thomas specializes in wealth management and retirement strategies, focusing on areas such as retirement planning and income strategies, investment management, cash management, and wealth transfer including charitable giving. Thomas earned his bachelor's degree in Business Finance from Eastern Michigan University while beginning his career at Merrill’s Ann Arbor branch. He works closely with clients to develop customized financial plans that align with their values and goals, collaborating with their trusted professional advisors to provide comprehensive solutions. His client base includes affluent individuals, families, and businesses, and his practice addresses life transitions such as retirement, inheritance, and asset sales. A lifelong Michigan resident, Thomas lives in Livingston County with his wife Kathryn and their children. Outside of work, he enjoys camping, hiking, golfing, hunting, racquetball, and exploring new technology. He is also involved in community activities, including Kids Camp.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Approaching retirement Retired

Nathaniel M

Series 66

Ann Arbor, MI

Merrill

Nathaniel Michna is a Financial Advisor with Merrill Lynch Wealth Management. In his current role, he focuses on helping families grow their net worth and achieve their financial goals by creating personalized strategies tailored to each client’s unique situation. Nathaniel draws on his background in financial planning, insurance, and tax planning to assemble comprehensive financial plans that address a wide range of client priorities. Nathaniel began his financial services career in 2018 as a Planning Analyst, gaining hands-on experience in constructing financial plans that support families' long-term objectives. Over time, he expanded his expertise to include executive compensation, family wealth management strategies, liquidity management, retirement income, and tax minimization, among other areas. Nathaniel holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Wayne State University. Outside of his professional work, Nathaniel is involved with the Ann Arbor Soccer Association. His personal interests include adventure sports, basketball, camping, football, golfing, hiking, pickleball, soccer, spending time with family, and traveling.

Wealth management Retirement income strategy Tax-loss harvesting Business sale tax planning Retirement withdrawal strategies

William J

Series 63, Series 65

Ann Arbor, MI

Merrill

William Juergens is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting clients with family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, special needs planning, investment strategies, tax minimization, and retirement income. William began his career at the Federal Reserve Bank of Chicago-Detroit Branch before spending nearly a decade at J.P. Morgan and predecessors in the Ann Arbor area, working as a Trust Advisor and Investment Specialist. He also has six years of experience as a professional tax preparer. In 2010, he joined Merrill Lynch. He holds a Bachelor of Arts degree in Economics with high distinction from the University of Michigan. He has completed advanced training at the University of Pennsylvania Wharton School of Business and the University of Chicago Booth School of Business, earning the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations. Additionally, he holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®) designations, among others. William is a lifelong Michigan resident who lives with his wife and six children. He participates in the Ann Arbor Rotary Club and the Washtenaw Estate Planning Council, and serves on the Board of Directors of the Cancer Support Community of Greater Ann Arbor. His personal interests include fishing, genealogy, hunting, racquetball, skiing, and watching movies.

Wealth management Retirement income strategy General estate planning guidance Charitable giving & philanthropy Tax-loss harvesting Married/Couples/Partners Parents
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