TOP 10 Merrill lynch in Akron, Ohio

Merrill Lynch Financial Advisor Adrian L Phipps is a finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand your financial goals and create personalized wealth management strategies to help you pursue them. They believe in creating a financial approach that helps you reach your goals, whether it's planning for retirement, buying a home, or funding education. They offer tools to help track changes in your life and goals, and provide access to the investing insights of Merrill and banking capabilities of Bank of America. Merrill goes beyond the traditional role of an advisor, offering research and resources to help you make informed decisions. They also offer insurance, trust, fiduciary, and investment management services through Bank of America, N.A. and its subsidiaries. It is important to consult legal and tax advisors before making financial decisions.

Merrill Lynch Financial Advisor Peter J Calleri, located at 4000 Embassy Parkway, Akron, Ohio, United States, is a finance institution led by Senior Resident Director, Wealth Management Advisor, Senior Vice President, Peter J Calleri. With over 30 years of experience in the financial services industry, Peter and his team specialize in assisting high net worth individuals, families, professionals, business owners, and corporate executives in managing their wealth through various market cycles. The institution offers personalized wealth management services, focusing on investment planning for retirement and creating comprehensive strategies tailored to each client's unique goals and needs. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.

Merrill Lynch Wealth Management, located at 4000 Embassy Parkway in Akron, Ohio, is a renowned finance institution dedicated to providing personalized wealth management strategies tailored to each client's unique objectives. The Bath branch's financial advisors offer expertise in retirement planning, investment strategies, estate planning, and more, utilizing Merrill's resources to help clients achieve their long-term financial goals. Committed to community involvement, the branch supports local charities and organizations to contribute to the well-being of the neighborhoods they serve. With a focus on client satisfaction and professional growth, Merrill offers training, mentoring, and technology to help advisors provide top-notch service to clients. Whether you're a seasoned investor or just starting out, Merrill Lynch Wealth Management offers a wide range of services to assist you in pursuing your financial goals.

Merrill Lynch Financial Advisor Lucy O'Connell, located at 4000 Embassy Parkway in Akron, Ohio, is a finance institution dedicated to providing exemplary client service. Lucy, a member of the Freeman-O'Connell Wealth Management Group, has over 50 years of industry experience and is committed to helping clients in the Northeast Ohio and Akron communities achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER™ certificant, Lucy works with clients to identify and prioritize their short and long term financial goals. She believes in building strong client relationships based on trust and personalized service, with a focus on family, goals, and priorities. Through the Merrill Personal Wealth Analysis™, Lucy helps clients create personalized plans centered on their aspirations. By getting to know clients personally and understanding their financial situation, Lucy designs customized investment strategies to address their needs and pursue their goals. With access to the global resources of Merrill and banking solutions from Bank of America, Lucy is dedicated to helping clients achieve financial success and stay on track, regardless of market fluctuations. By staying informed and providing ongoing support, Lucy ensures that clients can live their best financial life.

Merrill Lynch Financial Advisor Gary A Fee, located at 4000 Embassy Parkway in Akron, Ohio, offers comprehensive wealth management services to help clients achieve their financial goals. With over 30 years of experience in financial services, Gary holds the Certified Investment Management Analyst® (CIMA®) certification and is dedicated to delivering excellent service to his clients. He works closely with clients to create personalized financial plans that reflect their goals and priorities, utilizing the investment insights of Merrill and the banking convenience of Bank of America. Gary and his team of experienced professionals are committed to building strong client relationships based on trust and personalized service. Whether you are focused on growing, preserving, or transferring wealth, Merrill Lynch Wealth Management can help you address your financial goals at every stage of your life. Contact Gary Fee to start building a customized investment approach tailored to your needs and aspirations.

Merrill Lynch Financial Advisor Mark R. Pylypiak is a finance institution located at 4000 Embassy Parkway, Akron, Ohio, United States. Managing your wealth begins with a deep understanding of your full financial picture. Mark R. Pylypiak can help create a flexible strategy tailored to your needs, providing access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Mark R. Pylypiak is committed to helping you pursue your financial goals. As part of the Merrill tradition of community involvement, Mark R. Pylypiak also volunteers with local organizations. Through the Merrill Personal Wealth Analysis™, a personalized financial plan centered on your goals can be developed. By understanding your investment personality and life priorities, Mark R. Pylypiak aims to create a financial strategy that reflects your unique needs. The institution believes in putting the interests of customers first, offering services to address various financial challenges. By utilizing the Investment Personality Assessment, Mark R. Pylypiak can customize a financial approach based on your investing preferences. With a focus on understanding your evolving goals and priorities, Mark R. Pylypiak strives to help you navigate life's changes and achieve your financial objectives. Through regular check-ins and adjustments to your financial approach, Mark R. Pylypiak aims to help you stay on track to reach your goals. By building a personalized investment approach and providing comprehensive financial solutions, Mark R. Pylypiak and Merrill Lynch Wealth Management Advisors can help you pursue your financial aspirations.

Merrill Lynch is a finance institution located at 50 South Main Street, Akron, Ohio, United States. Your path to connect with an advisor starts with a name, and your path to finding the right advisor starts with your location. Investing involves risk, and there is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services. They do not provide legal, tax, or accounting advice, so it is recommended to consult your legal and/or tax advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. They offer investment products sponsored, managed, distributed, or provided by affiliates of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch strives to provide information about products and services that you might find interesting and useful.

Merrill Lynch Financial Advisor Tim Papp, located at 4000 Embassy Parkway in Akron, Ohio, United States, offers personalized wealth management strategies tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Tim can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your aspirations. Tim Papp follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the community. Through the Merrill Personal Wealth Analysis™, Tim can work with you to build a personalized financial plan centered on your goals and priorities, adjusting as your life and goals evolve over time.

Merrill Lynch Financial Advisor Clarisse Tur, located at 4000 Embassy Parkway in Akron, Ohio, offers personalized wealth management services to families, individuals, and successful business owners. Clarisse believes in using a holistic approach to financial planning, focusing on managing risk, creating liquidity, providing for education and retirement needs, and transferring wealth to loved ones. With a background in nuclear physics and technical marketing, Clarisse brings a unique perspective to her wealth management services, applying scientific rigor to help clients achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER professional, she follows a disciplined, four-step wealth management process tailored to each client's needs. By combining the intimacy and personalized attention of a boutique firm with the global resources of one of the world's largest financial services firms, Clarisse helps simplify the complexity in clients' financial lives so they can concentrate on fulfilling their dreams. Whether you're planning for retirement, saving for a home, or funding a child's education, Clarisse works with you to develop a personalized plan designed to help you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Clarisse is dedicated to helping you and your family pursue financial success. Whether you're just starting out or nearing retirement, Clarisse Tur is here to help you navigate the ever-changing economic landscape and reach your financial goals.

Merrill Lynch Financial Advisor Eric D Fuller, located at 4000 Embassy Parkway in Akron, Ohio, is a renowned finance institution that prides itself on serving a loyal clientele in Ohio and over 30 other states. The institution, led by Eric D Fuller, focuses on providing personalized financial planning and wealth management services to a diverse range of clients, including active and retired physicians, corporate executives, business owners, and employees of Big Four accounting firms. At The Fuller Group, the team understands that clients often come to them at pivotal moments in their lives when they realize the complexity of financial issues or seek guidance in achieving their financial goals. The institution's approach is centered around creating a fulfilling and predictable retirement lifestyle for clients, going beyond basic investment and retirement planning to address their most cherished goals and ensure they make informed decisions.

At Merrill Lynch Financial Advisor Sarah M Wolff, located at 4000 Embassy Parkway in Akron, Ohio, we take pride in serving a loyal clientele throughout Ohio and over 30 other states. Our clients, including active and retired physicians, corporate executives, business owners, and employees of Big Four accounting firms, come to us at pivotal moments in their lives when they realize the complexity of financial issues or simply want to feel confident in their financial decisions. Our team at The Fuller Group offers a disciplined and friendly planning process that is repeated throughout our relationship with you. We place a strong emphasis on building relationships with both spouses and entire families, as well as providing wealth management for extended family members. With a focus on a fulfilling and predictable retirement lifestyle, we go beyond basic investment and retirement planning to help clients avoid emotional financial decisions and stay disciplined in achieving their goals.

Merrill Lynch Financial Advisor Kenneth D Cunningham, located at 4000 Embassy Parkway in Akron, Ohio, United States, is a finance institution dedicated to providing personalized financial services to help clients and their families achieve their goals and enjoy the wealth they have created. The team at Cunningham, Kiick & Associates offers a strategy that focuses on you, putting your needs at the center of the planning process. They provide access to global investing capabilities from Merrill and banking solutions from Bank of America to help you identify and prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. By developing a personalized financial strategy aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the future. The team at Cunningham, Kiick & Associates believes in a client-centered approach to wealth management, working closely with you to identify and define your financial goals. They understand that financial success is achieved by making investment decisions that align with your personal goals, whether it's planning for retirement, buying a home, or funding your child's education. With access to the resources of Merrill and Bank of America, they can help you address your financial needs at every stage of life.

Merrill Lynch Financial Advisor Ethan Courtad is a finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. David, an experienced wealth management advisor, leads the Courtad Group and works on coordinating wealth management strategies for clients. Ethan, a member of the Courtad Group since 2018, brings advanced problem-solving skills to help clients achieve their goals. The team offers personalized financial strategies aligned with lifetime goals, from education funding to legacy planning. With over 54 years of experience, the multigenerational team at Merrill Lynch helps high net worth families maximize opportunities and pursue their visions. The team is committed to working closely with clients to provide clarity and vision in achieving their financial goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Vasana Lipke is a finance institution located at 4000 Embassy Parkway, Akron, Ohio, United States. The Carpas Group, of which Vasana Lipke is a part, believes in building strong relationships through teamwork and involvement. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence in every step of the financial planning process. The institution starts every relationship with a conversation to identify and prioritize your goals. They offer personalized financial approaches to help you pursue your passions and make informed decisions about your wealth. By using the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals.

Merrill Lynch Financial Advisor Harrison B Orendorf is a finance institution located at 4000 Embassy Parkway, Akron, Ohio, United States. At Merrill Lynch, we believe in working one-on-one with our clients to develop personalized financial strategies tailored to help you achieve your long-term goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach to pursue your passions, or seek advice on how to stay informed, we are here to listen and understand your priorities. Our team at Merrill Lynch uses the Investment Personality Assessment to gain a deeper understanding of your investing preferences and customize a financial approach that aligns with your goals. We believe that by focusing on your aspirations and addressing the issues that matter most to you, we can help you turn your financial goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, we are dedicated to developing a plan that meets your financial needs.

Merrill Lynch Financial Advisor Andrew D. Harding is a reputable finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. With a focus on providing expert financial advice and services, Andrew D. Harding and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Andrew D. Harding is here to help guide you every step of the way. Trust in their expertise and experience to secure your financial future.

Merrill Lynch Financial Advisor William Todd Kiick, located at 4000 Embassy Parkway in Akron, Ohio, offers personalized financial services through Cunningham, Kiick & Associates. Their mission is to help clients and their families pursue their goals and enjoy the wealth they have created. The team brings shared ideas and resources to provide a strategy that puts clients at the center of the planning process. With access to global investing capabilities from Merrill and banking solutions from Bank of America, they assist in identifying and prioritizing personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team works closely with clients to develop a personalized financial strategy aligned with their goals, addressing financial needs at every stage of life. By getting to know clients personally and understanding what matters most to them, they offer a customized investment approach to help achieve their goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Whether it's planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor William Todd Kiick is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor Charles W Freeman, located at 4000 Embassy Parkway, Akron, Ohio, United States, is a respected finance institution with a team of talented and experienced individuals committed to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, our advisors focus on building strong client relationships based on trust and personalized service. We believe in understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, we offer services such as asset allocation, financial strategies, retirement planning, estate planning, education planning, insurance planning, tax minimization strategies, and lending solutions. Our personalized approach to wealth management ensures that we evaluate and coordinate each client's financial needs and goals to support efficient wealth transfer across generations. The Freeman-O'Connell Wealth Management Group has been serving the Northeast Ohio and Akron Communities for over 38 years, providing professional knowledge in simple language to explain complex financial topics. We believe in building personal relationships based on trust, offering financial strategies tailored to meet specific needs, and providing professional knowledge to help you achieve your short and long term goals. Let us work together to help you reach your financial goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor David Alan Courtad is a finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. David Courtad, an experienced wealth management advisor since 1986, leads the Courtad Group in coordinating wealth management strategies for clients. The team also includes Ethan, who brings engineering skills to help clients achieve their goals. The multigenerational team with 54 years of experience helps high net worth families maximize opportunities and pursue visions across generations. They offer personalized financial strategies aligned with lifetime goals, from education funding to legacy planning. The team works closely with clients to provide clarity and vision in achieving what matters most. With a dynamic and personalized approach to wealth management, they help clients navigate life's changes and financial challenges. By understanding each client's unique goals and priorities, the team develops customized investment strategies to pursue lifestyle goals in any financial environment. The Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on individual goals. With a focus on personalized service and comprehensive financial solutions, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Peter F Wojanowski is a reputable finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. With a focus on providing expert financial advice and services, Peter F Wojanowski and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Merrill Lynch Financial Advisor Peter F Wojanowski offers personalized solutions to meet your needs. With a commitment to excellence and a wealth of experience in the finance industry, clients can trust in the expertise and professionalism of this institution.

Merrill Lynch Financial Advisor James Carpas is a reputable finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing personalized financial advice and services, James Carpas and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor James Carpas offers expert guidance and support to help you make informed decisions and build a solid financial foundation.