The Simonton-Walsh-Hanosek-Mangum Wealth Management Group

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Meet Our Group

Supported by the global resources of Merrill Lynch, our group 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 Financial Advisor if you have questions about how a specialist might be able to assist you.

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Joseph M Simmons

Wealth Management Lending Officer NMLS # 513072

Jeremy T Floberg

Jeremy T Floberg

Trust Specialist

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Perhaps, we are idealistic. At The Simonton-Walsh-Hanosek-Mangum Wealth Management Group, we believe that clients deserve an uncommon level of personalized wealth management. That is why we act as a financial advisory resource for clients – placing their situations and aspirations at the core of our thoughtful and responsive process.

Having worked together for decades and with many client families just as long, our team has found that serving a select number of clients enables us to do more for each. This approach, we believe, is why we have become the “first call” for many clients when matters of health, wealth, and family are primary concerns.

Unlike other advisory teams, our banking heritage affords us a perspective that extends well beyond investments. We offer integrated, goals-based strategies that embrace retirement planning, wealth transfer, philanthropy, business succession, and liability management. We also connect clients with our firm’s outstanding specialists, as well as resources throughout their communities.

It is a privilege to serve clients we admire for their achievements and values.

Our Philosophy
We believe the value of a financial advisory team is best measured by the real-world goals that clients achieve and the wealth management experience they enjoy along the way.

 At The Simonton-Walsh-Hanosek-Mangum Wealth Management Group, we make it our business to:

 • Help hard-working clients plan and prepare for financial transitions, as well as likely and unlikely circumstances.

• Ask questions that lead to thoughtful discussions and to more meaningful strategies, such as “What is on your list? What is your definition of financial success? What financial or life lessons do you want to ensure your family knows? What is on your bucket list? What do you hope to accomplish professionally? What do you expect from us?” 

• Listen carefully to our clients individually and in groups. We host intimate client gatherings and also have outside moderators conduct client focus groups – to understand what we are doing well and where we can improve. 

• Use our banking pedigrees. Four of us launched our careers in banking, which gives us the mindset and dexterity to meet a vast array of clients’ financial challenges with customized strategies and solutions. 
 
• Show clients how generational wealth strategies can lead to desired lifestyles and legacies.
 
• See each client as an individual – with important pursuits, purposes, and people in his or her life.
Our Approach
If it keeps you up at night, we want to know.
 
Our passion stems from why we chose to enter the wealth management industry. Put simply, we enjoy helping people make confident financial and life decisions. 
 
Here’s what you can expect:

• A highly personalized, planning-based process that begins on day one and is on-going. From the outset, we need to appreciate your life priorities, concerns, risk tolerance, and preferences. As time goes on, we will develop a tailored strategy for you and you alone – to connect your personal, professional, and family goals.

• Frequent communication with you is a cornerstone of our approach – one grounded in a clear view of who you are and what you envision going forward. We will also help you understand the feasibility of your goals and the trade-offs you may need to make now or in the future.

• We look for ways to educate clients’ and their children about investing.

• We also facilitate family wealth discussions that may be difficult for you to initiate on your own – often collaborating with CPAs and attorneys.
Clients We Serve
In 1914, Charles Merrill said, “The interests of our customers must come first.” It is our feeling that he would be proud to see the premium we place on our commitment to clients.

Each day, we deliver our knowledge and care in ways we believe many clients never expected. Striving to be “life advisors,” we care about clients’ financial, physical, and emotional wellbeing – introducing them to doctors and counselors as well as CPAs and attorneys or specialists within our firm.

Clients have earned their wealth in different ways – and come to us with distinct financial perspectives. They include active and retired business owners, corporate executives, and professionals. As it turns out, we have built enduring relationships with generations of client families – many we consider among our closest friends. 

As often as possible, we work with our clients, talk to their children, and conduct family meetings to discuss matters of estate planning, business succession, or the support of a special needs child or elderly parent. It is our responsibility to provide strategies and service that contribute to a highly customized wealth management experience.

From our offices in Columbus, Ohio, and Traverse City, Michigan, we serve clients nationwide. Location and distance are not issues for us. Regardless of geography, our mission is to deliver a consistently robust level of service. We measure our effectiveness by the positive impact we make during clients’ most challenging transitions.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

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

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

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

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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