Wesley Schropp

Background

About Wesley Schropp

I am a managing partner of the Iles Schropp Group within Merrill Lynch Wealth Management. The Iles Schropp Group is nationally recognized Merrill Institutional Consulting™ accredited team within Merrill that focuses on working with foundations, endowments, nonprofits and corporations. I began my career at Merrill as an intern in 2008 and joined The Iles Schropp Group as a partner in 2014. As a partner I focus on business development, client relationship management and the implementation and reviewing of strategies for nonprofit organizations, corporations and multi-generational families. I earned my degree in Personal Financial Planning from Central Michigan University and hold my Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investment & Wealth Institute™ (The Institute) at the Wharton School, my CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc, and my Certified Plan Fiduciary Advisor®, CPFA® designation offered by the National Association of Plan Advisors. I also hold my Series 7, 66 and SIE FINRA registrations. I am proud to have been named to the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of The Iles Schropp Group (Published annually in January. Rankings based on data as of March 31 of prior year) and the 2023 and 2024 Forbes "Best-in-State Next-Generation Wealth Advisors" list (Published annually Aug – Sept. Rankings based on data as of March 31 of current year). I am active in several organizations including the Council of Michigan Foundations, Michigan Impact Investing Hub, Philanthropy Ohio and Northeast Michigan Estate Planning Council. I enjoy golfing, staying physically active and spending time with my wife, two children and our golden retriever.