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8425 PULSAR PLACECOLUMBUS,
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Wealth Management Advisor
Senior Vice President
Sr Resident Director
First Vice President
Reg Senior Client Associate
Our PhilosophyPerhaps, we’re idealistic. We believe that clients deserve an uncommon level of personalized wealth management. That’s why we act as a financial advisory resource for clients – one that places their situations and aspirations at the core of our thoughtful and responsive process. Years ago, we took a fresh look at our service model. We decided that serving fewer clients would enable us to do more for each, by gaining and maintaining a deeper understanding of clients’ changing lives. Today, we’re devoted to providing an extra measure of proactive and trusted service. This, we believe, is why we’re the “first call” for many clients – especially, when matters of health, wealth and family are primary concerns.Because it’s the right thing to do and because our banking heritage affords us a perspective beyond investments, we offer goals based strategies and financial wisdom that embrace retirement planning, wealth transfer, philanthropy, and liability management. We also connect clients with our firm’s outstanding specialists, as well as resources throughout the community.It’s a privilege to serve clients we admire for their achievements and values. We care deeply about fulfilling their most cherished wishes and creating greater certainty toward living or leaving their desired legacies.
Team Members Rick Simonton, CFP®, CIMA®, CPWA® Senior Vice President, Wealth Management AdvisorSince 1976, Rick has served affluent clients. As the team’s “big picture” investment strategist, Rick focuses on income management, portfolio construction, concentrated stock diversification, and business succession planning. Rick's passion for the outdoors is exhibited as he serves on the board of Traverse Area Recreation and Transportation Trails (TART). In addition, Rick participates in the Michigan Department of Transportation Adopt-A-Highway program. He and his wife, Donna, reside in Suttons Bay, Michigan and Columbus, Ohio and enjoy spending time with their three children. Steve Mangum, CRPC®, First Vice President, Senior Resident DirectorSteve joined Merrill Lynch in 2002. In crafting a risk-managed investment and retirement strategy for each client, Steve believes that a simple explanation should accompany every recommendation – regardless of its complexity. He and his wife, Aubrey, and four children reside in Dublin, Ohio.Cary Hanosek, CRPC®, CFP®, CAP®, Vice President, Wealth Management Advisor A fourth-generation entrepreneur with 20+ years of financial experience, Cary’s planning-based approach serves business owners, families, and individuals philanthropic and estate planning needs. Cary is an active member of the community, co-founding The Merrill Lynch Bull Run/Walk 5k. She is also a founding member of Women for Economic and Leadership Development (WELD), a strategic alliance partner for Entrepreneur Organization (EO), a board member of the YWCA of Columbus Endowment, and participates on multiple leadership committees for her church. She, her husband, Joe, and two children are residents of Upper Arlington, Ohio. Shana Heckel, CFP®, Financial Advisor Using personal wealth management analyses, Shana illustrates for clients their current financial pictures and the team’s recommendations for fulfilling their goals. She has been with Merrill Lynch since 2003. Shana and her husband, Will, and two children are residents of Columbus, Ohio. Justin Baker, Financial Advisor Justin joined Merrill Lynch in June 2014 following a successful career in the sports management industry. He focuses on delivering customized strategies for our clients in the areas of wealth management strategies, banking services through Bank of America, insurance, planning and liability management. Justin and his wife, Kristina, and their children reside in Dublin, Ohio. Danielle Ball, Registered Senior Client AssociateDanielle is the initial point of contact for clients and joined Merrill Lynch in 2000. She handles transactional, administrative and account tasks and is proud to have formed strong relationships with clients and their children. Danielle, her husband, Warren, and their three children are residents of Columbus, Ohio.Julie Wilsey, Registered Senior Client AssociatePersonally committed to providing optimal client experiences, Julie has been instrumental in enhancing the group’s operational efficiency and standard of client care. She has been with Merrill Lynch since 2007. Julie is an active volunteer with the Michigan Department of Transportation Adopt-A-Highway program. She and her husband, Dave, and their daughter reside in Traverse City, Michigan. Maggie Zink, Client AssociateMaggie has more than 15 years of financial services experience and joined the team in 2012. Focused on providing concierge-level service, Maggie is proud to surprise and delight clients in meaningful and personal ways. Maggie, her husband, Rob, and their four children are residents of Upper Arlington, Ohio.CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and is used by permission.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA®, CPWA® and Certified Investment Management Analyst®, Certified Private Wealth Advisor®. Use of CIMA®,CPWA® or Certified Investment Management Analyst®, Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants or advisors. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Stephen Mangum is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Rick Simonton is registered to do business in : AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Cary Hanosek is registered to do business in : AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Shana Heckel is registered to do business in : AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Justin Baker is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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.