RCD Wealth Management

Merrill Lynch Wealth Management
4300 Munson St NW
Canton, OH 44718
(330) 497.6633
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
RCD Wealth Management
Welcome

RCD Wealth Management is a local, community-based financial advisory team, located in Canton, Ohio, serving the wealth management needs of individuals, families and businesses. Our mission is to provide customized wealth management strategies with disciplined investment experience. Our commitment to clients are based on three core principles: Multi-Dimensional Team, Disciplined Approach, and Relationship-Focused Service.

Recognition
James Craig
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
RCD Wealth Management
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Our Philosophy

Advice that builds trust and supports your long-term financial objectives supported by our competence and credibility.

Multi-Dimensional Team

  • With more than 200 years of collective experience in wealth management, we develop a complete understanding of our clients, their families, and what's important to them leveraging specific specializations amongst the Firm.
  • Our team of credentialed, tenured financial professionals, are accomplished at identifying opportunities and, in a transparent way, are focused on acting in our clients' interest.
  • We are dedicated to understanding our clients' unique passions, anticipate financial issues, and set a strategy and course of action to create a legacy for those they love and care about.
Meet Our Team
James Craig,

CIMA®

Senior Vice President, Senior Resident Director - Wealth Management Advisor
330.497.6618
Gregory DiNarda,

CPFA™, CRPC™

First Vice President, Wealth Management Advisor
330.497.6601
Joshua Marks,

CPFA™

Vice President, Senior Financial Advisor
330.497.6651
Leslie Ozmun
Senior Financial Advisor
330.497.6639
Tina M Gallagher
Officer, Wealth Management Client Associate - RDA
330.497.6679
Loriel Serna
Wealth Management Client Associate
330.497.6623
Samuel Kirkbaumer
Wealth Management Client Associate
330.497.6633
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeremy Floberg
Wealth Strategies Advisor
Bank of America, N.A.
Neringa Mascioli
Wealth Management Banking Specialist
Merrill
Angela Hilz
Regional Lending Specialist
Bank of America, N.A.
NMLS #621806
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.