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BATH, OH

Merrill Lynch Wealth Management Branch Office

Welcome to the Bath, OH. Merrill Branch. Our Bath financial advisors work within a customized, goals-based system that begins with the belief that each client is unique, and that our wealth management strategies need to reflect each client’s individual objectives, no matter how large or small

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Branch Office Profile

About Us

The financial advisors at our Bath Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys

Culture

The Bath office of Merrill financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Tim Papp,

CRPS,

CFP

Senior Vice President

Wealth Management Advisor

Lucy O'Connell,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Andrew D. Harding,

CPWA

Wealth Management Advisor

Mark R. Pylypiak,

CPFA,

CRPC

First Vice President

Senior Financial Advisor

Harrison B Orendorf,

CPFA,

CFP

Managing Director

Wealth Management Advisor

David Alan Courtad

Senior Vice President

Wealth Management Advisor

Peter J Calleri,

CRPC

Senior Vice President

Senior Resident Director - Wealth Management Advisor

Gary A Fee,

CIMA

Vice President

Wealth Management Advisor

Peter F Wojanowski,

CRPC

Vice President

Senior Financial Advisor

James Carpas,

CRPC

Senior Vice President

Senior Financial Advisor

Matthew Phillip Thomas,

CFP

Assistant Vice President

Wealth Management Advisor

Clarisse Tur,

CFP

Wealth Management Advisor

Adrian L Phipps,

CRPC

Vice President

Financial Advisor

Office Team

Edward H. Luecke | MLWM Market Executive| Director

Robert T. Wright| Market Supervision Manager| Vice President

Carole Burns| Client Relationship Manager| Vice President

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers 4

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management