Merrill Lynch Wealth Management

Founded in 1914, Merrill Lynch Wealth Management is one of the largest wealth management businesses in the world. Merrill Lynch Financial Advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want.

The solutions our Financial Advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning, small business services and cash management and banking solutions. With a deep commitment to placing their clients’ interests first, Merrill Lynch Financial Advisors draw upon the combined investment insights of Merrill Lynch and the banking strength of Bank of America to unlock opportunities tailored to their clients’ needs in all areas of their financial lives.

Merrill Lynch Global Wealth Management is part of Bank of America Corporation’s Global Wealth & Investment Management business. It has $1.5 trillion in client balances as of December 31,2011 and nearly 17,300 Financial Advisors around the world. Working with specialists throughout the firm, they serve the financial needs of affluent individuals, as well as small businesses, large corporations and nonprofit institutions. Within Merrill Lynch Wealth Management, the Private Banking & Investment Group provides tailored solutions to ultra affluent clients, offering both the intimacy of a boutique and the resources of a premier global financial services company. These individual and institutional clients are served by more than 316 Private Wealth Advisors, along with knowledgeable representatives in areas such as investment management, concentrated stock management, tax minimization strategies, banking and lending, philanthropy and intergenerational wealth transfer strategies.

For more information contact:

Mark Henestofel
Vice President, Financial Advisor

(937) 225-2623

Merrill Lynch Mark Henestofel

Merrill Lynch Advisors

Merrill Lynch Wealth Management

The Schade Group
Kettering Tower
40 North Main Street
Suite 2510/2600
Dayton, Ohio 45423

Phone (937) 225-2623