The Hartwell Team

Merrill Lynch Wealth Management
8890 Lyra Dr
Columbus, OH 43240
(614) 825-4052
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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.
The Hartwell Team
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Mack Hartwell
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
What You Can Expect

Most clients come to us for one of two reasons. They may have outgrown the level of wealth management sophistication and service they require – or they have investments in different places, with no clear idea of where they stand financially and what reasonable outcomes they can enjoy.

Experience tells us that successful individuals share the need for a planning-based approach. Ours examines distinct aspects of client wealth including areas that may have been ignored, such as estate planning issues and liability management. We believe clients are pleasantly surprised by the breadth and depth of our focus – and that:

• Having frequent conversations is critical. If something is keeping you awake, we want to know. We also find it helpful to meet at your home or office, to gain insights we wouldn't otherwise have. We often say, "The more we know about you, the more we can do for you."

• Employing multiple strategies can help optimize your wealth. We offer access to Bank of America, N.A. for commercial, residential, and securities-based lending. We also call upon Bank of America Private Bank specialists and coordinate with clients' CPAs and attorneys to build effective tax minimization and estate planning strategies.

• Hearing our investment perspective is valuable to clients. Rather than chase short-term performers, we aim for the horizon – using internal and external research. We also avoid illiquid investments and favor an asset allocation strategy that may include high-quality, dividend-paying stocks, along with corporate and municipal bonds. During market volatility, we call clients, before they call us. That is the nature of our caring, client-focused approach.

We are here to help accomplished individuals, accomplish more. We hope you give us that opportunity.

Meet Our Team
Mack Hartwell,

CFP®, CIMA®, CPFA™

Senior Vice President, Wealth Management Advisor
614.825.4052
Alexis Ecker
Financial Advisor
614.825.1524
Michael Pavelko
Wealth Management Client Associate
614.225.3021
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.
Amy Kammann
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #563227
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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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.
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.