Columbus, OH N Hamilton Rd Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

6

Of 25,478 advisors across 3,094 offices

Location

5438 N Hamilton Rd

Columbus OH 43230

Advisors at this office

6

Advisors at this office

Milton L

Series 63, Series 65

Columbus, OH

Merrill

Milton Leeman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the New Albany office. With nearly 40 years of experience since graduating from the University of North Carolina at Chapel Hill in 1986, he leads a team of two Financial Advisors and two Client Associates. They assist high net worth individuals and small to medium-sized businesses in articulating, quantifying, and achieving their financial goals through personalized wealth management strategies. Milt's expertise spans areas including college education planning, corporate retirement plan services, divorce transition planning, investment consulting, individual and corporate investment strategy, tax minimization, and retirement income. He has held leadership roles such as Resident Director of the Easton and New Albany offices from 2001 until early 2023. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born in Columbus, Milt graduated from Columbus Academy where he later served as President of the Alumni Association and was a member of the Board of Trustees. He lives in downtown Columbus with his wife, Marcy, and has two grown daughters and three grandchildren. His community involvement includes serving as President of Temple Israel Foundation and past board chair positions at Jewish Family Services and the Columbus Academy Alumni Association. Milt also volunteers with organizations such as Pelotonia, the Challenged Athletes Foundation, and Children's Hospital. Outside of work, he enjoys biking, spending time with family, and traveling.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Divorce financial planning

Scott M

Series 63, Series 66

Columbus, OH

Merrill

Scott Mann serves as Resident Director at Merrill Lynch Wealth Management. Since joining Merrill in 2000, he has worked closely with individuals and businesses to define and pursue their financial goals across every phase of their financial life cycle. His approach emphasizes the development of comprehensive wealth management strategies underpinned by in-depth financial advice and a foundation of trust. Mann’s expertise includes retirement planning, trust and estate planning in collaboration with tax accountants and attorneys, business transition planning, and individual wealth preservation and insurance strategies. He focuses on client needs such as college education planning, portfolio management, tax minimization, and retirement income. Mann holds a Bachelor of Science degree in Accountancy and Finance from Miami University and an MBA from The Ohio State University. He also holds the Personal Investment Advisor (PIA) designation. Residing in New Albany, Ohio, with his wife Kristen and two daughters, Mann pursues outdoor interests including golf, hiking, and running.

General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Business ownership considerations
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Susan S

Series 63, Series 66

Columbus, OH

Merrill

Susan Scrimenti is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. She has been with Merrill since 1996. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Cameron W

Series 65, Series 63

Columbus, OH

Merrill

Cameron Williams is a financial advisor with Merrill, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Transamerica Financial Advisors, Inc. He is based in Columbus, Ohio. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management

Frank N

Series 66

Columbus, OH

Merrill

Frank Nunziata is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2013 and joined Merrill in 2016. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and a bachelor's degree in Financial Planning from The Ohio State University. Frank specializes in retirement planning, generational planning, estate planning, insurance planning, investment planning, education planning, and business planning. He works collaboratively with clients to develop personalized financial strategies that align with their unique priorities and long-term goals. As a member of The Leeman Group, he has been recognized by Forbes as part of the "Best-in-State Wealth Management Teams" for four consecutive years from 2023 to 2026. He lives in Columbus with his wife, Alyssa, their son, Angelo, and two dogs, Aspen and Spruce. Frank enjoys spending time with his family, as well as activities such as cooking, football, gardening, ice skating, running, skiing, and watching movies.

General retirement planning Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Lawrence A

Series 63, Series 66

Columbus, OH

Merrill

Lawrence Ansehl is a Private Wealth Manager with Merrill Private Wealth Management. In his role, he develops personalized financial strategies tailored to individual goals, focusing on family wealth management, liquidity management, managing new wealth, and portfolio management services. He leverages Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Lawrence holds a Bachelor's degree from Washington University in Saint Louis and an MBA from the University of Notre Dame. He carries the Professional Investment Advisor (PIA) designation. Committed to community engagement, he participates in local volunteer organizations. Outside of work, Lawrence enjoys chess, football, pickleball, traveling, and spending time with his family.

Wealth management
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