Findlay, OH E Main Cross St Office

Team
Updated today
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,545

Across 3,141 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.

Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).

Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.

Based on Merrill

Expertise

Tax-loss harvesting Active portfolio management Wealth management

Based on Merrill

Location

127 E Main Cross St

Findlay OH 45840

Advisors at this office

5

Advisors at this office

Dominic M

Series 66

Findlay, OH

Merrill

Dominic Mangiola is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and businesses to develop investment and wealth management strategies tailored to their long-term financial goals. Dominic's client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Personal Retirement Planning, and Retirement Income. He began his career in the banking and financial services industry in 2023 and joined the Findlay Merrill team in 2025. Dominic holds a Bachelor of Science degree in Finance from Arizona State University, earned in 2022. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dominic resides in his hometown of Tiffin, Ohio. In his free time, he enjoys playing golf, watching football and basketball, listening to music, traveling, and watching movies.

Retirement income strategy General retirement planning Wealth management Financial Professional

Douglas B

Series 63, Series 65

Findlay, OH

Merrill

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.

Retirement income strategy Wealth management

Carmen M

Series 63, Series 65

Findlay, OH

Merrill

Carmen Mangiola is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2004 and serves as a Senior Vice President. Carmen holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses college education planning, personal retirement planning, and individual and corporate investment strategy. Carmen earned a Bachelor's Degree from Miami University. He is involved with professional organizations such as Mohawk Golf Club and Calvert Catholic Schools and participates in community coaching activities. Carmen resides in Tiffin with his wife, Julie, and their two children.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Income planning

Chad E

Series 66

Findlay, OH

Merrill

Chad Edel is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the advisory team in 2014 after a career in graphic and structural design. He works to strengthen and expand client relationships while collaborating with his team to provide a wide range of banking and investment products. Chad offers expertise in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and socially responsible and ESG investing. Chad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Bowling Green State University in 2007. Outside of his professional role, Chad is a member of Flag City Morning Rotary and serves on the Executive Board for the Marilyn & Gordon Macklin Intergenerational Institute. He resides in Findlay with his wife Ashley and their children. His personal interests include basketball, the outdoors, and pursuing home and yard improvement projects.

Wealth management ESG / Sustainable investing Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Young Families
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Ellen M

Series 63, Series 66

Findlay, OH

Merrill

Ellen Myers is a financial advisor with Merrill based in Findlay, Ohio, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Merrill and Bank of America since 2014 and had a prior role at Eagle Strategies with New York Life from 2008 to 2014. Outside of her advisory work, Myers is an author of faith-based books published on Amazon and is actively involved in coordinating women's ministries within multiple Methodist Church organizations. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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