Zanesville, OH Zane St Office

Team
Updated today
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,588

Across 3,189 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

905 Zane St

Zanesville OH 43702

Advisors at this office

4

Advisors at this office

Hanna L

Series 66

Zanesville, OH

Merrill

Hanna Luburgh Agin is an Associate Resident Director at Merrill, where she joined in 2015. She works as a financial advisor on the Conley, Maxwell, Luburgh & Ward team based in Zanesville, Ohio. Alongside her colleagues, she provides a range of services including college education planning, divorce transition planning, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management. She holds a Bachelor's Degree from The University of Akron and has earned the Personal Investment Advisor (PIA) designation. Hanna is involved in professional and community organizations such as the Genesis Hospital Foundation Board and previously served on the Muskingum Valley Park District and Salvation Army boards. In addition, she contributes to local activities as the Zanesville City Half Marathon Race Director. Hanna lives in Zanesville with her husband, Josh, their daughter, Alyxandra, and their two Siberian huskies. She participates in basketball, golfing, and running, and brings a focus on connecting all aspects of clients' financial lives to prioritize and pursue their goals.

College savings (529s, UTMA, etc.) Divorce financial planning Family Business General retirement planning Wealth management Women Professionals Women's Finance Young Families Married/Couples/Partners

Seth C

Series 63, Series 65

Zanesville, OH

Merrill

Seth Conley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and brings over 20 years of experience in wealth management and financial education. Seth works collaboratively with a team to help clients achieve their financial goals and improve their wealth. Seth holds a Master's degree from Ohio Dominican University and a Bachelor's degree from Ohio University. He is a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the Certified Financial Planner Board of Standards, Inc. Outside of his professional work, Seth teaches finance and economics at Mount Vernon Nazarene University. He is involved in community service through the Licking Memorial Development Council and MCBI Zanesville. Seth and his wife Summer live in Nashport with their three children.

General retirement planning Retirement income strategy Wealth management

Daniel M

Series 66

Zanesville, OH

Merrill

Daniel Maxwell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2008, providing expertise in areas such as Retirement Plans, Wealth Management, Debt Management, and Investment Management. His client focus includes College Education Planning, Family Wealth Management Strategies, Legacy Planning, Personal Retirement Planning, Small Business Strategies, and Retirement Income. Daniel holds a Bachelor's Degree from the University of Dayton and carries the Professional Investment Advisor (PIA) designation. He resides in Zanesville with his wife, Marianne, and their four children. Outside of his professional work, Daniel is active in his church community and participates in various local youth sports programs. His personal interests include golfing, soccer, and spending time with his family.

Wealth management Retirement income strategy Debt management College savings (529s, UTMA, etc.) General estate planning guidance Young Families

Marissa W

Series 66

Zanesville, OH

Merrill

Marissa Ward is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has served since October 2018. Prior to joining Merrill, she was a partner in a regional CPA firm in southeast Ohio for 13 years. This background enables her to provide comprehensive wealth management services, particularly to businesses and business owners, with a focus on wealth management, debt management, investment management, business succession strategies, and retirement plans. She is part of the Conley, Maxwell, Luburgh & Ward team based in Zanesville, Ohio, which combines nearly 50 years of experience. Marissa holds a bachelor's degree from Capital University and holds the designation of Personal Investment Advisor (PIA). She has been recognized as a member of the Forbes "Best-in-State Wealth Management Teams" list for four consecutive years from 2023 through 2026. Her client focus areas include education planning, family wealth management strategies, philanthropic planning, and services for endowments, foundations, and non-profits. Outside of her professional work, Marissa is active in her community through involvement with organizations such as Big Brothers Big Sisters of Licking and Perry Counties, Bishop Rosecrans High School, New Lexington High School, and St. Rose Church. She serves in roles including board member and assistant girls high school basketball coach. She resides in New Lexington with her husband and two daughters.

Wealth management Debt management Business succession planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner Approaching retirement Parents Women Professionals
View complete list of advisors at this office
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