Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.
Our Branch’s 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.
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.
As a Merrill Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial 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.
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.
Julianne has over 25 years’ experience in the financial services industry starting her career at PaineWebber, now UBS. In 1995, she was promoted to Regional Administrative Officer and was responsible for daily oversight of administrative and operational functions of 36 Morgan Stanley branches throughout Michigan, Ohio, Indiana, Kentucky and West Virginia. She was promoted to Director in 2007 and served as the HR Committee Chairman and Operations Managers’ Council Chairman.
Julie currently is a Client Relationship Manager, where she supports the firm’s business objectives and contributes to the market’s profitability and revenue growth by ensuring the service expectations of the clients are met and exceeded, while also balancing risk and exposure to Merrill Lynch. She holds Series 3, 7, 8, 63 and 65 FINRA registrations. She is married, has 2 children and resides in Sylvania, OH.
Robert Thompson is the Resident Director of the Toledo Branch, and performs a dual function as financial advisor and team leader. Robert works closely with the Market Executive and concentrates on building the office and culture—including sourcing and hiring, staff development, and taking an active role in the community; leading the client experience standard—which includes coaching advisors and setting a client-centric tone and vision for the office; and leading risk and compliance activities— such as helping to ensure communication and coordination with the local Office Management Team.
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.
TOLEDO CLUB, 235 14TH ST, TOLEDO, OH, 43604
Mar 19th, 2019 | 5:30PM-8:00PM EST
Presented by: Jonathan Kozy, Senior Macro Strategy Analyst
Chief Investment Office
Global Wealth and Investment Management
Bank of America
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.