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COLUMBUS, OH

Merrill Lynch Wealth Management Branch Office

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.

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Branch Office Profile

Client Commitment

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.

About Us

Our Branch’s wealth management process begins as our advisors get to know clients “beneath the surface.” Our teams take the time to learn client priorities, including risk tolerance, objectives, time horizon and liquidity needs, goals for retirement lifestyles, education for children and grandchildren, complex business issues, cash management and their need for credit strategies. Once we fully understand clients’ wants, needs and goals, we employ the broad investing resources of Merrill Lynch and offer access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing their financial challenges.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating 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.

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.

Conor J Flanagan,

CPFA,

ChFC,

CFP

Senior Vice President

Wealth Management Advisor

G. Scott Kondracke

Senior Vice President

Senior Financial Advisor

Nelson W Heinrichs,

CRPC

Senior Vice President

Wealth Management Advisor

Stephanie Saghy,

CEPA,

CFP,

CFA

Vice President

Financial Advisor

Cynthia A Reynolds,

CRPC

Senior Vice President

Wealth Management Advisor

Susan Bickel

Vice President

Financial Advisor

Evan W Shvach

Assistant Vice President

Senior Financial Advisor

Rohit Sharma,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Thomas C Puleri,

CPFA,

C(k)P

Senior Vice President

Wealth Management Advisor

Ronald McClure

Vice President

Senior Financial Advisor

Carl D Weise,

CFP

Senior Vice President

Wealth Management Advisor

Brent Wagner,

CPWA,

CFP,

CRPS,

CRPC

Vice President

Wealth Management Advisor

Jesse Troike

Senior Financial Advisor

Michael V Foley,

CPFA,

CRPC,

CFP,

CIMA

First Vice President

Wealth Management Advisor

Timothy M Thiele

Senior Vice President

Senior Financial Advisor

SHARON WEI,

CFP,

CEPA

Financial Advisor

Office Team

Kelly D'Ambrosia| MLWM Market Executive| Director

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.

Adam Abramowitz| Senior Market Supervision Manager| Director

Brian Carretta| Market Client Relationship Manager| Vice President

Kathryn Hoyt| Market Supervision Manager| Vice President

Jessica Moore| Market Client Relationship Manager| Vice President

Matthew Cochran| Market 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