Bank of America Coronavirus Resource Center See details
Default Image

PEPPER PIKE, OH

Merrill Lynch Wealth Management Branch Office

Welcome to the Pepper Pike Branch. Our financial advisors in Pepper Pike 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.

Learn more about an advisor's background onFINRA's BrokerCheck

Branch Office Profile

About Us

The Pepper Pike Branch of 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.

Culture

The Pepper Pike Branch of 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

All of us in our Pepper Pike Branch—financial advisors, client associates, office and leadership teams—aspire every day to honor the commitment of our founder, Charles Merrill, to put clients’ interests first. We also believe in giving back to the community

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management 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.

KMM Group

Wealth Management Group

David W Bennett

Vice President

Senior Financial Advisor

Robert Teren,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

Edward A Boehmer,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

John A Koch

Vice President

Senior Financial Advisor

Cynthia Chaiten,

CRPC,

CIMA

Vice President

Wealth Management Advisor

Harvey Rosenberg,

CPFA,

CRPC

Vice President

Senior Financial Advisor

Corey Kimble,

CRPC,

CPFA

Vice President

Senior Financial Advisor

Scott J Spiegle,

CRPC

Managing Director

Senior Financial Advisor

Adam Ours,

CPFA,

CPWA,

CRPC

Vice President

Wealth Management Advisor

Michael T Creadon

Senior Vice President

Senior Financial Advisor

Frederick R Watson

Senior Vice President

Senior Financial Advisor

Jeffrey P Danzinger

Senior Vice President

Senior Consultant

Office Team

Edward H. Luecke | MLWM Market Executive| Director

Sarah Johnston | Senior Market Supervision Manager| Vice President

Marilyn Ashe| 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

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