Douglas Bonnoront
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Findlay, OH 45840
Credentials
Series 63, Series 65
Industry experience
33 years
Douglas Bonnoront serves as Senior Resident Director and Wealth Management Advisor at Merrill, where he leverages nearly three decades of experience in the financial services industry. With 22 years at Merrill, he focuses on providing clients with comprehensive investment resources to address various aspects of their financial lives. His expertise includes divorce transition planning, institutional investment consulting, services for endowments, foundations, and non-profits, defined contribution plan consulting, personal retirement planning, portfolio management, and retirement income strategies.
Doug holds a bachelor's degree in Marketing and Finance from the University of Findlay and is a graduate of the Securities Industry Institute at The Wharton School. He has earned multiple professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In recognition of his work, he has been named to the Forbes/Shook “Best-in-State Wealth Advisors” list in Ohio for five consecutive years.
Doug resides in Findlay with his wife, Beth. His personal interests include baseball, boating, cooking, football, reading, spending time with family, and traveling.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
127 E Main Cross St
Findlay, OH 45840
Ohio · Texas
Bank Of America, N.A.
2009 - Present (17 years)
Merrill
2000 - Present (26 years)
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