The Locniskar Group, Private Wealth Advisors

The Locniskar Group

The Locniskar Group is one of the original teams selected to be part of Merrill Lynch’s Private Banking & Investment Group. Affluent clients rely on us to help them address a wide range of financial situations, challenges, and opportunities worldwide. We believe our capabilities are firmly based on the training, talent, and deep experience of our team.

Our Philosophy

The Locniskar Group helps families with significant wealth use their assets to maintain a desired lifestyle, pursue quality opportunities and design a financial platform to maximize and extend the legacy they have created for their generations to come.

Our team has become one of the most experienced and referred wealth advisory groups in Michigan and the Midwest. Business owners, corporate executives, philanthropists, wealth retirees, foundations, and endowments seek us for our guidance on their most complex financial management and investing challenges.

We are committed to offering you a highly sophisticated, boutique level of service, backed by the global investing resources of Merrill Lynch and the banking strengths of Bank of America. To maintain an uncompromising commitment and responsiveness, our team only works with a select handful of affluent clients and their families. The strategies and recommendations we develop are customized, tailored for you and no one else.

SOLID RELATIONSHIPS
Our service to you is built on solid, trusted relationships. We’re integrally involved in clients’ financial lives, hearing their needs and acting to exceed their expectations. Our service philosophy is simple: Build relationships and help clients skillfully pursue their goals.

PRINCIPAL FINANCIAL ADVISOR
We want clients to feel comfortable and confident that they can share with us the essential information we need to work effectively on their behalf. The Locniskar Group intends to be the first Financial Advisor you call to discuss business procedure, mergers and sales, impending family changes, retirement or health concerns regarding yourself or loved ones.

An Array of Services Designed to Help You Manage The Financial Life of Your Family

We strive to offer insight that goes beyond ordinary. The clients we work with tend to be accomplished and dynamic, coming to us with ambitions, ideas, and financial management needs that are atypical. We offer forward-thinking insight, concepts, and tactics designed to help establish the platform and framework for what comes next.

Our team, in conjunction with specialists from Merrill Lynch and Bank of America, can help you manage your finances with greater efficiency. We can offer experienced, professional guidance and advice on:

  • Goals-based wealth management
  • Asset allocation and hedging strategies
  • Liquidity and cash flow management
  • Charitable giving strategies management
  • Concentrated and restricted stock management
  • Tax-minimization strategies
  • Estate and trust strategies
  • Preparing heirs for inheritance
  • Managing inherited assets
  • Liability management – credit, lending, and home loans

Also, we clearly map out – asset-by-asset – your present financial outlook, and we develop an approach for preserving and maintaining your assets. From day-to-day cash management to investments to credit and lending, you’ll know exactly where your money is, what it could do, and how to keep more of it working for you and your family.

Dana Locniskar

Private Wealth Advisor

For more than 40 years at Merrill Lynch, Dana has built a successful investment group with extensive experience in wealth management for high-net-worth individuals, family offices and institutions. Dana focuses on asset management, concentrated stock strategies, trust and estate services, and philanthropic. Barron’s magazine recognized him in its Top 100 Advisors in America list in 2006, 2007, 2009, and 2011.

Dana serves on the boards of the Community Foundation for Southeast Michigan, Detroit Public TV, the Futures Foundation, and Beaumont Hospitals Foundation. He is chairperson of the Beaumont Foundation Planned Giving Committee. Dana is also a member of the Robert H. Tannahill Society Estate Planning Council of the Detroit Institute of Arts and an advisory volunteer for over twenty years with Cornerstone Schools. He is a member and the founding president of The Planned Giving Roundtable of Southeast Michigan and a member of the Alexis de Tocqueville Society.

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Dana Locniskar is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
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Daniel Angelucci

Private Wealth Advisor

Dan joined Merrill Lynch in 1987, became a part of The Locniskar Group in 1990 and now has 25 years of wealth management experience. Dan focuses on equity trading, financial strategies, creating retirement strategies, and providing personal investing advice and guidance. He holds the Certified Investment Management Analyst® (CIMA®) designation and is an active member of the Investment Management Consultants Association.

Dan is a leader in his community, serving past-president of the board of directors of the Gowanie Golf Club, and is a member of the board of directors of the Detroit Symphony Orchestra. He is also a member of the American Bonsai Society, the Four Seasons Bonsai Club of Michigan, and Ann Arbor Bonsai Society. He and his wife, Rose, have two children and live in Harrison Township, Michigan.

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Daniel Angelucci is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
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Matthew Biddinger

Investment Associate

Matt joined Merrill Lynch in 2006, became a part of The Locniskar Group in 2007 and has six years of financial services experience. He earned a Bachelor’s degree in Economics and Mathematics from Eastern Michigan University. Matt brings his market and economic knowledge to the group and is responsible for analyzing client portfolios, creating financial strategies and making recommendations to enhance client return while striving to minimize risk.

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Lila Wetzel

Reg Private Wealth Assoc

Lila joined The Locniskar Group in 1987 and has more than 34 years of financial services experience, serving as an auditor prior to beginning her career with Merrill Lynch. Lila focuses on Rule 144, opening new accounts and preparing client reviews for meetings. She handles all operational matters, assists clients with account administration, and implements investing recommendations.

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Angeline Miruzzi-Cooney

Reg Private Wealth Assoc

Angie began her career at Merrill Lynch as a wire operator in 1986. She served as an assistant to a district client relationship manager in 1988 and rose in 1994 to become Operations Supervisor for the then Michigan District, in Detroit. Angie joined The Locniskar Group in 1996 and handles all aspects of client account administration, including Rule 144 transactions and investing recommendation executions. She is the mother of two young, school-age children who keep her busy with sports and other activities. Angie is actively involved in her local chapter of the Society of Saint Vincent De Paul.

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Sandra Kinsler

BD Registered Client Associate

Sandy began her career with Merrill Lynch in 1983, with her focus on administration of loan management accounts and home financing products for the team. Sandy earned an Associate’s degree in Business from Henry Ford Community College. She is actively involved with the South Lyon East Equestrian team. She and her two children reside in South Lyon.

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Omar Baadarani

Investment Associate

Omar joined The Locniskar Group in 2010 bringing his knowledge of technology and methodology to enhance client portfolios, financial strategies, and client return recommendations. He earned a Bachelor’s degree in Finance from Wayne State University and is fluent in Arabic.

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Noreen McKillop

Associate Client Rel Mgr

Noreen began with Merrill Lynch in 1986 and spent more than 23 years as a financial consultant in the industry before joining The Locniskar Group to serve as an executive assistant to Dana Locniskar. She graduated from Hillsdale College with a Bachelor’s degree and earned a Master’s degree in Finance from Walsh College. Noreen maintains the team calendar, correspondence and event planning. Noreen has been married to Jim for over 20 years and they reside in Clarkston with their four children.

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Dana Locniskar is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI

Daniel Angelucci is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI

For questions regarding registration information please contact your Financial Advisor.
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The Locniskar Group

Private Wealth Advisors

2600 W BIG BEAVER RD 
TROY, MI 48084 

Phone(800) 825-3262

Dana Locniskar ( view profile )
Private Wealth Advisor

(248) 655-4100

Daniel Angelucci ( view profile )
Private Wealth Advisor

(248) 655-4054

Matthew Biddinger ( view profile )
Investment Associate

(248) 655-4055

Lila Wetzel ( view profile )
Reg Private Wealth Assoc

(248) 655-4059

Angeline Miruzzi-Cooney ( view profile )
Reg Private Wealth Assoc

(248) 655-4056

Sandra Kinsler ( view profile )
BD Registered Client Associate

(248) 655-4058

Omar Baadarani ( view profile )
Investment Associate

(248) 655-4057

Noreen McKillop ( view profile )
Associate Client Rel Mgr

(248) 655-4068








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