Abby Robertson Nolan

Advisor at Merrill — Columbus, OH Lyra Dr

Updated today

Credentials

CFP®, Series 66, Series 63

Experience

12 years

Location

Columbus, OH 43240

Merrill logo

Merrill

Institution

Total advisors

25,448

Across 3,094 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Abby Nolan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over fifteen years of experience advising high net worth clients and their families, focusing on comprehensive wealth management strategies encompassing investments, banking, and wealth planning. Abby holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA).

Abby began her career in wealth management in 2010 with Northern Trust in Chicago. She later returned to Columbus, Ohio, her hometown, where she worked with J.P. Morgan Private Bank and then spent over six years as a wealth management advisor at Fifth Third Private Bank before joining Merrill Lynch.

She graduated summa cum laude from Miami University with a Bachelor of Science in Finance. Abby is involved with the Miami University Alumni Association, having served as President of the Columbus chapter alumni board and currently serves as a regional ambassador for the Miami Initiative for Advancing, Mentoring, and Investing in Women (M.I.A.M.I. WOMEN).

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management General retirement planning

Demographic focus

Women Professionals Women's Finance

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Columbus, OH Lyra Dr

8890 Lyra Dr

Columbus OH 43240

Advisors at this office

101

Most active in

Ohio · Texas

Work history

12 years of industry experience

Bank Of America, N.a.

2021 - Present • 5 years

Columbus, OH

Merrill Lynch, Pierce, Fenner & Smith

2021 - Present • 5 years

Columbus, OH

Fifth Third Securities

2014 - 2021 • 7 years

Columbus, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Makinley C

Series 63, Series 65

Hilliard, OH

Purpose1st Financial

Makinley Cornley is a financial advisor at Purpose1st Financial with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Access Wealth Group and Northwestern Mutual in various capacities. Outside of her advisory role, Makinley works as an UberEats driver on weekends. Purpose1st Financial provides continuous investment management and financial planning services to individuals and high-net-worth clients. The firm offers model-based portfolio management alongside written financial plans and utilizes a blend of fundamental, technical, cyclical, and charting analysis to guide tactical allocation decisions.

Income planning College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Bohdan (Bo) H

Series 65

Worthington, OH

OneSeven

Bohdan (Bo) Hall is a financial advisor at OneSeven with three years of industry experience and holds a Series 65 designation. He has worked at OneSeven since 2024 and has previous experience at the University of Cincinnati and Kent State University. Outside of his advisory role, he is the managing member of 614 Wealth Architects, LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing diversified mutual funds, ETFs, and individual securities with access to alternatives and private placements when suitable.

Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired

Jonathan C

Series 63, Series 6

Columbus, OH

Guardian Life

Jonathan Codispoti is a financial advisor with Legacy Wealth strategies based in Columbus, OH, with 20 years of industry experience. Outside of his advisory work, he serves as Treasurer on the Dublin Football League Board and is a member of the OhioHealth Foundation Executive Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Business exit / sale strategy Charitable giving tax strategies Business sale tax planning Inheritance planning Family Business Self-Employed Founder/Business Owner Executive Doctor or Medical Professional Professional Athlete Intergenerational Families Behavioral coaching / decision support Established Professionals
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Mark B

RICP®, Series 7, Series 66

Columbus, OH

Guardian Life

Mark is the Director of Advanced Planning at Legacy Wealth Strategies, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm established in 1969 with offices in 6 states and 10 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the Guardian Network, with over 300 Financial Professionals, servicing more than 79,000 clients. Mark started his career at Lifetime Financial Growth’s Pittsburgh office in 2012 after graduating from Duquesne University. Mark’s passion is creating holistic and comprehensive planning solutions tailored to his clients’ unique goals and objectives. He is recognized as a Five Star Wealth Manager featured in Fortune Magazine. Mark is also a Retirement Income Certified Professional® (RICP®), a designation earned through The American College of Financial Services. Over the past decade, Mark has been providing comprehensive planning strategies and customized services for medical professionals and closely held businesses. His focus is on preservation of capital, wealth creation, and tax minimization strategies. Mark believes that a truly comprehensive plan requires coordination across all financial domains and areas of someone’s life. With the use of cutting-edge financial technology and innovative financial product design, Mark and his team bring the very best in financial solutions to the clients they serve. Mark has been a guest speaker at medical conferences, medical residency programs, universities, and physician groups. While in Pittsburgh he has served on the board and held the seat as president for his local Chamber of Commerce and Alumni Association. Mark has also performed many leadership roles within LWS and LFG.

Exec comp design Disability insurance Retirement income strategy Roth conversion strategy Wealth management Self-Employed Founder/Business Owner Doctor or Medical Professional Independent Contractor Approaching retirement HENRY (High Earners, Not Rich Yet) Retired Established Professionals
user avatar

Timothy C

Series 63

Westerville, OH

Ripple Effect Investment Strategies, LLC

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
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