The Weise Team
Merrill Lynch Wealth Management
8890 Lyra Drive
5th Floor
Columbus OH 45240
(614) 225.8119
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Recognition
Carl Weise
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
David Brady Award, 2016
Meet Our Team
Carl Weise,

CFP®

Senior Vice President, Wealth Management Advisor
614.225.8119
Cathy J. Clary
Officer, Registered Wealth Management Client Associate
614.225.8118
Joshua Blevins,

CFP®

Assistant Vice President, Wealth Management Specialist
614.225.8129
Braedon Killion
Financial Advisor
614.825.4480
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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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.