Wesley Schropp

Advisor at Merrill

Credentials

Series 66

Merrill logo

Firm

Merrill

Location

Saginaw, MI 48604

About

Wesley Schropp is a Wealth Management Advisor and managing partner of the Iles Schropp Group within Merrill Lynch Wealth Management. He began his career at Merrill as an intern in 2008 and became a partner in the Iles Schropp Group in 2014. The group is nationally recognized for its institutional consulting expertise and works primarily with foundations, endowments, nonprofits, corporations, and multi-generational families. Wesley focuses on business development, client relationship management, and the implementation and review of financial strategies tailored to nonprofit organizations and complex family wealth.

Wesley holds a bachelor's degree in Personal Financial Planning from Central Michigan University and has earned multiple professional certifications, including the Certified Investment Management Analyst® (CIMA®) designation, CERTIFIED FINANCIAL PLANNER® (CFP) certification, and Certified Plan Fiduciary Advisor® (CPFA®) designation. He also maintains FINRA licenses including Series 7, 66, and SIE. His expertise encompasses family wealth management, institutional investment consulting, legacy planning, socially responsible investing, tax minimization, and retirement planning. Wesley and his team have been recognized by Forbes in 2023 and 2024 for excellence in wealth management and next-generation advisory services.

Active in the community, Wesley participates in organizations such as the Council of Michigan Foundations and Junior Achievement. He resides in Saginaw, Michigan with his wife, Crystal, and their family. Outside of work, he enjoys golfing, reading, skiing, and spending time with his family.

Expertise

Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy Retirement income strategy

Work history

Bank Of America, N.A.

2015 - Present (11 years)

Merrill lynch, Pierce, Fenner & Smith Incorporated

2013 - Present (13 years)

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