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TOLEDO, OH

Merrill Lynch Branch Office

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.

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About Us

The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

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 Lynch 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 client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, 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.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill Lynch’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.

Jeffrey P Levesque

First Vice President

Senior Financial Advisor

Timothy O Green

Registered Client Associate

William J Stevens

Vice President

Senior Financial Advisor

Matthew J Detrick

Vice President

Financial Advisor

CRPC

Anthony T Adamshick

Vice President

Senior Financial Advisor

Glenn R. Weisner

Vice President

Senior Financial Advisor

CRPC

Ryan Smith

Vice President

Senior Financial Advisor

Wendy Lamberg Greeley

Senior Vice President

Wealth Management Advisor

CRPC

Patrick Mollenkamp

First Vice President

Senior Financial Advisor

CRPS

Office Team

Julieanne Zolciak| Client Relationship Manager| Vice President

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.

Let’s Have a Conversation

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.

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Financial Advisor, you should consider the opportunity to become one yourself.

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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 strategies and wealth management advice, products and services.

Access to Resources

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.

Grow & Learn

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.

Learn more about careers at Merrill Lynch