It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
What’s important to you?
You have priorities and we have the insights you need to keep them front and center.
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
THE PRESTON BUILDING3292 LEVIS COMMONS BLVDPERRYSBURG,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
Managing Director-Wealth Management
The Snell Wealth Management Group is in the business of helping clients be financially successful. Our team members, with over 125 combined years with Merrill Lynch are committed to our work for clients to help define investment goals and create a strategy that suits their personality, changing life needs and risk. Meeting face-to-face with clients throughout the year and maintaining open and regular communications, we strive to provide a great experience with every contact.Dave Snell, Managing Director-Wealth Management, Wealth Management Advisor has been dedicated to his clients at Merrill Lynch for the past 32 years. His focus is on implementing wealth management strategies with an emphasis on income generating portfolios designed to reduce risk and maximize returns. A graduate of Hillsdale College, Dave served on the Advisory Council to Management at Merrill and studied at the Wharton School of Business. He and his wife, Nona are parents to 7 children. They live in Perrysburg, and he serves on several charity boards where he is focused on education for children.Kelly Draper Registered Senior Client Associate has worked closely with The Snell Group clients for 20 years. Kelly is focused on value-added services - building relationships with clients and their families. Living in Perrysburg with her husband Rob, they raised their twin daughters Kelsie & Kaylee. Nona Snell, Financial Advisor has worked in investment services since 1979, 25 years with Merrill Lynch. She helps clients prepare for and enjoy retirement, with a focus on individual equities and strategies for goals-based investing. Nona enjoys the water - kayaking, sailing hiking and travel!
Jerry Beale, Investment Associate joined Merrill Lynch in 1994. His focus is on working with individuals and businesses in implementing financial strategies for their current and future needs. A graduate of Miami of Ohio, he holds the Chartered Retirement Planning CounselorSM designation. Jerry lives in Springfield Township with his wife Julie and their two children. In his free time he enjoys golf. Andrew Snell, Registered Analyst joined The Snell Group in 2008. He works with clients on the Wealth Outlook and planning side, then builds an appropriate asset allocation and a customized financial plan. His focus is on building wealth and retirement planning for clients. Drew is a Denison graduate where he was a 4-year starter and captain of the squash team, and is the current Toledo Club Champion for 3 years running.Juli Steinmetz, Client Associate has provided client needs care for 17 years at Merrill Lynch. She is our Branch office Coach - sharing new information with our team and clients. She believes that its the personal relationships that make this job great. Juli enjoys spending time with her family, including 3 grandchildren, volunteering at Church and road trips with her husband, John, on their Harley.Together, we help people pursue and achieve their financial dreams. Our approach is built around our clients and their goals for today, tomorrow and the years ahead.Being available to review, monitor and stay on track with people's life changes has been the key to success in maintaining meaningful, long relationships and client satisfaction. We are genuinely interested in clients personal and financial well-being and that is reflected in our everyday business model and process.*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Nona Snell is registered to do business in : AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
David R. Snell is registered to do business in : AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.