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4000 EMBASSY PARKWAY
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President
Assistant Vice President
Reg Senior Client Associate
We work with clients to help preserve and grow their wealth to achieve specific goals. From managing assets for individuals, retirement accounts, foundations, endowments and charitable organizations, we provide individuals and organizations with a disciplined, logical and organized platform for wealth management. We are the primary advisor for clients, and help them achieve their financial goals, so that they may live well.Our team-based approach allows clients to experience a breadth of knowledge as well as superior customer service during our relationship together.Dale KoblenzerSenior Vice President-Wealth Management,Wealth Management AdvisorDale has been with Merrill Lynch since 1976. Dale 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 Lynch 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. Dale is a 1976 graduate of Miami University with a degree in Finance. He has been involved with the Akron community his whole life and currently serves on the board of Akron Children’s Hospital.
Harrison Orendorf, CFP®Assistant Vice PresidentFinancial AdvisorHarrison has been with Merrill Lynch since 2011 and focuses on helping clients develop and maintain investment strategies to achieve their personal goals. Harrison is a 2006 graduate from The University of Dayton where he earned his MBA as well as a BSBA in Accounting. Harrison is a CERTIFIED FINANCIAL PLANNER TM professional. In addition, Harrison holds a CPA license in the State of Ohio, and while he does not provide legal or tax advice for Merrill Lynch, his background will allow him to interact well with your other trusted advisors.Michelle VanceRegistered Senior Client AssociateMichelle joined Merrill Lynch in 1996 and has been working with Dale Koblenzer since the beginning of her career. She is the first point of contact for clients and is an integral part of the team. As a senior associate, Michelle oversees client service and administrative duties for the team.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Harrison Orendorf is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, NC, ND, NE, NV, NY, OH, OR, PA, RI, TN, TX, VA
Dale Koblenzer is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, NC, ND, NE, NV, NY, OH, OR, PA, RI, TN, TX, VA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.