The Calvert Anderson Group

Merrill Lynch Wealth Management
20 E Broad St
Columbus, OH 43215
(380) 218.3174
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
The Calvert Anderson Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
William Calvert
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The Calvert Anderson Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
William Calvert,

CDFA®, CEPA®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
380.218.3174
Brian Anderson,

CFP®, CPFA®

Vice President, Resident Director - Wealth Management Advisor
380.218.3171
Deborah A Lance
Registered Senior Wealth Management Client Associate
937.847.4100
Amy C Enochs
Wealth Management Client Associate - RDA
380.218.3188
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.
Amy Kammann
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #563227
Merrill Lynch Logo
Brittany Dupont
Wealth Management Banking Specialist
Merrill
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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.