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.
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 goals-based wealth management strategies 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.
Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places 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 meet and exceed pre-defined goals
• Effectively sourcing prospective clients
• Recommending investment products and services that are suitable for prospects and clients based on their goals
• Balancing investment management, sales activities, and new client development
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Our deeply committed financial 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.
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 enlisting 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, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Brio Tuscan Grille, 1500 Polaris Parkway, Columbus, OH, 43240
May 22th, 2019 | 6:00PM-8:00PM EST
A constant state of busyness can create a chronic level of stress on our brain, but more is within your control than you may think. Join us for an informative seminar with Olivia Hails from Janus Henderson Investors.
Scioto Country Club, 2196 Riverside Drive, Columbus, OH, 43221
May 23th, 2019 | 11:00AM-1:00PM EST
No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Wealth Managment 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 strategies and wealth management advice, products and services.
Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.
Merrill Lynch 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.