Tim Thiele is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. Tim joined Merrill 24 years ago after a brief career in the banking industry. Tim creates, directs, implements and oversees all areas of wealth management for the team with a focus on investment strategy, portfolio management and planning. Tim received a Bachelor of Science degree in Business Administration & Finance from The Ohio State University in 1991. Tim is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Tim holds the Series 7, 63 and 65 FINRA registrations. Tim is involved locally with United Way and currently lives in Dublin, Ohio with his wife Erin and their two children Lauren and Michael.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.