Who We Are
Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized strategies to help them pursue their goals.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Jack Anderson, Financial Advisor, was born and raised in Centerville, OH. A graduate of the Fisher College of Business at The Ohio State University with a degree in Finance, Jack has worked in the financial services industry for the last 6 years. He began his career with Merrill Lynch in 2015 and he currently resides in Miami Township. In his spare time Jack enjoys helping out with several local non profit organizations, playing golf and cheering on the Buckeyes.
10100 Innovation Dr., Suite 300
Miamisburg, OH 45342