Seth Conley
Senior Vice President, Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Zanesville, OH, US
- LinkedIn followers
- 500 followers
About Seth Conley
I would describe myself as an educator. I love to learn, study and problem solve! Whether it is in the pursuit of the best way to serve clients, teaching marketing or finance at the University level, or helping kids learn the game of football (the option is not easy to pick up). I thrive on activity and interacting with people. MY PROFESSIONAL EXPERIENCE: I joined Merrill Lynch Wealth Management in 2011 and bring over 20 years\' worth of wealth management and financial education experience to our valued clients. I am joined by partners Dan Maxwell, Hanna Luburgh and Marissa Ward, as well as wonderful client associates Kali Miller, Gillian Riley, and Brianna Hood. Our primary goal is help clients live the best life possible with the resources they have available. WHAT I ENJOY THE MOST: • Spending time with my wife (Summer) and our three children • Working with valued clients • Teaching at Mount Vernon Nazarene University • Coaching youth football and baseball • Serving on Licking Memorial Development Council • Serving as Deacon at Licking Valley church of Christ YOU SHOULD CONNECT WITH ME IF: • You are looking to work with a great financial services team in central/southeastern Ohio • You are seeking a goals based retirement plan, or looking for a second opinion on your investments • You are a nonprofit organization considering a request for proposal for your current investment portfolio • You are a business owner or executive looking for professional financial advice and guidance 74••••••40 s••••••••@ml.com *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Wealth Management Advisor, Senior Vice President
Jul 2011 — Present
Education
Ohio University
Bachelor's Degree
1997 — 2000
Ohio Dominican University
Masters of Business Administration, MBA
2005 — 2007
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