Toledo, OH

Merrill Lynch Wealth Management Office
4908 Whiteford Rd
Toledo, OH 43623
419.824.3112
Learn more about an advisor's background on
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
About the Branch
About Us

The Merrill Lynch Toledo Office focuses on delivering wealth management strategies to high net worth individuals and businesses while delivering exemplary service. It is our goal to differentiate Merrill Lynch from other financial services companies and to educate the Northwest Ohio community on the value of disciplined saving and investing with a focus on personalized client service. In an ever-changing financial world, an experienced partner can make all the difference. Our Financial Advisors have guided clients through virtually every market condition and can help you stay disciplined, identify and capture opportunities, and have confidence in your investment strategy—even during periods of great volatility. With our combined years of service in the financial services industry, we can help you chart a course designed to achieve your goals. And as markets evolve, we can review and update it as needed. Our primary focus is to go beyond financial strategies and help our clients achieve the life they want.

Advisors at This Location
Collapse to see less advisors
Merrill Lynch Wealth Management
419.824.2617
The McHugh Wealth Management Group
Merrill Lynch Wealth Management
419.824.2610
Merrill Lynch Wealth Management
419.259.1923
Merrill Lynch Wealth Management
419.824.2605
Merrill Lynch Wealth Management
419.824.2624
Senior Vice President, Wealth Management Advisor
419.259.2207
Vice President, Senior Financial Advisor
419.259.1900
First Vice President, Senior Financial Advisor
419.259.1906
Financial Advisor
419.824.2617
Senior Vice President, Senior Financial Advisor
419.259.5858
First Vice President, Senior Financial Advisor
419.259.2265
William Stevens Headshot Image
First Vice President, Senior Financial Advisor
419.824.2631
First Vice President, Wealth Management Advisor
419.259.2211
Careers At Merrill
Opportunity awaits
At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
Join us
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.