Welcome to the Columbus, OH Branch. Our 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.
Our willingness to invest in our people, our ability to leverage Merrill's investing resources and specialists and to provide access to our consumer and business banking services, positions us to help you devise strategies designed to preserve, grow and distribute your wealth.
We recognize that each client is unique, and we shape our sophisticated wealth management strategies to reflect those differences. Many of our clients are still actively pursuing and accumulating wealth, and we work closely with them to develop a goals-based wealth management approach that can help define their long-term financial needs, lifestyle desires, wealth transfer and legacy objectives and, through access to Bank of America, their philanthropic interests. We understand that clients need to balance and prioritize multiple goals, and we believe we are well-positioned to help them do so.
Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping 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 potential financial solutions designed to help meet their long-term
Through our volunteerism and charitable outreach, our 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.
Financial Advisor Development Program
THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR. We’ll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more.
What you’ll do:
• Developing and/or growing a book of business to help meet and exceed pre-defined goals
• Effectively sourcing prospective clients
• Recommending investment products and services that are appropriate for prospects and clients based on their goals
• Balancing investment management, sales activities, and new client development
Click Here for more information!
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.
Senior Vice President
Wealth Management Advisor
The financial advisors in our branch office have one primary goal: to help affluent, high-net-worth and ultra-high-net-worth households and business owners pursue their financial goals. Pursuing those goals can require a sizeable team of financial professionals, led by an experienced Market Executive who is also responsible for hiring experienced advisors and career-changing recruits. The Market Executive in your branch helps to support advisor efforts through innovative planning, active leadership, and exceptional service.
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.
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.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
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.
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.
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.