Sheli Schweinhart
Managing wealth begins with a deep understanding of each client’s complete financial picture. Sheli Schweinhart works closely with clients to outline every aspect of their financial objectives—including retirement, education, and estate planning—so strategies align with what matters most to them at every stage of life.
Sheli is a CERTIFIED FINANCIAL PLANNER® certificant, awarded by the Certified Financial Planner Board of Standards, and also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. She earned her degree in Finance from the University of Dayton and brings over 25 years of experience with Merrill to her practice.
An in‑depth analysis of each client’s financial situation is completed to develop and implement a tailored wealth plan. These customized plans are designed to evolve alongside life’s changes and are reviewed and updated over time to help clients stay on track toward their long‑term goals.
Through Merrill Lynch Wealth Management—and in coordination with Bank of America, N.A.—Sheli helps clients simplify their financial lives by providing investment guidance and financial planning services tailored to their individual circumstances. Clients may access a comprehensive range of investment solutions alongside traditional banking, credit, lending, and cash management services.
Her practice focuses on helping individuals, families, and business owners develop long‑term financial strategies based on their goals, time horizon, and risk tolerance. She provides guidance across multiple planning areas, including investment management, education planning, retirement planning, wealth transfer strategies, and 401(k) plan advisory services for business owners. When appropriate, Sheli also collaborates with clients’ other professional advisors regarding trust and estate planning services available through Bank of America, N.A.
Sheli follows Merrill’s long‑standing tradition of community involvement and is passionate about giving back. She enjoys volunteering with organizations that strengthen and support the communities she serves and takes a collaborative, relationship‑focused approach—providing ongoing advice and financial insight as her clients’ needs evolve over time.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
