Investing: Where do I even start?

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Merrill lynch

RCD Wealth Management

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Merrill Lynch
Wealth Management


Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Welcome to RCD Wealth Management

RCD Wealth Management is a local, community-based financial advisory team, located in Canton, Ohio, serving the wealth management needs of individuals, families and businesses. Our mission is to provide customized wealth management strategies with disciplined investment experience. Our commitment to clients are based on three core principles: Multi-Dimensional Team, Disciplined Approach, and Relationship-Focused Service.

RCD's Philosophy

Advice that builds trust and supports your long-term financial objectives supported by our competence and credibility.

Multi-Dimensional Team

  • With more than 200 years of collective experience in wealth management, we develop a complete understanding of our clients, their families, and what’s important to them leveraging specific specializations amongst the Firm.
  • Our team of credentialed, tenured financial professionals, are accomplished at identifying opportunities and, in a transparent way, are focused on acting in our clients’ interest.
  • We are dedicated to understanding our clients’ unique passions, anticipate financial issues, and set a strategy and course of action to create a legacy for those they love and care about.

RCD's Approach

Clarity and understanding of your financial life and a disciplined process to help grow and manage your wealth.

Disciplined Approach

  • Our Goals-Based Wealth Management process helps us understand our client true values and their lifetime goals. It is the foundation for creating a customized roadmap for our clients.
  • We foster meaningful conversations that discover where a client is today and what life priorities are important to them. Our education, our experience, and our principles are the cornerstones of our relationships.
  • We offer wealth management strategies that are based on a rules-based method that manage expectations, define benchmarks, and help to rationalize the plan.

RCD's Focus

Knowing that your committed, caring, and talented team is serving your family’s financial needs and goals as they evolve.

Relationship-Focused Service

  • Our dedication to and passion for earning client trust is demonstrated through establishing relationships with proactive services and resources as needed during various stages of their life and wealth.
  • We provide the feeling of a local financial boutique and access to extensive research, objective guidance, financial tools – and the vast investment resources of Merrill and banking conveniences of Bank of America, a global leader in wealth management.
  • Our focus on multi-generational education helps clients understand and navigate the complex financial landscape to make educated decisions.

Meet the Team

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.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Jeremy Floberg

Wealth Strategies Advisor

Bank of America, N.A.

Neringa Mascioli

Wealth Management Banking Specialist

Merrill

Angela Hilz

Regional Lending Specialist

Bank of America, N.A.

NMLS #621806

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.