The Findley Wise Group

The Findley Wise Group



Global Wealth Management

7255 CROSSLEIGH COURT
 Suite 104
TOLEDO,  OH  43617

Directions to Branch
Phone: (419) 517-5300
Email:  

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PROFESSIONAL STAFF

(419) 517-5300 Resident Director
(419) 517-5315 Senior Vice President-Investments
(419) 517-5313 Financial Services Associate
(419) 517-5302 Investment Associate
(419) 517-5307 Senior Associate
(419) 517-5308 Registered Client Associate
(419) 517-5314 Client Associate
(419) 517-5300 Client Associate

PROFESSIONAL PROFILE

The Findley Wise Group was founded with the goal of delivering the vast resources of the world’s most prestigious wealth management firm with all of the intimacy and personal service of a boutique. By taking a more holistic approach to the wealth management process, we aim to assist families, individuals and business owners with every aspect of their financial lives. Our team consists of experienced professionals who truly care about helping each client achieve financial stability and independence. Our primary objective is to become a lifetime resource and essential partner to those who entrust us with their financial well-being.


Craig Findley, Resident Director, joined the Merrill Lynch wealth management office in 2003. A graduate of Hillsdale College, he has a BA in Finance and over seventeen years experience in the financial services industry.

Kenneth Wise, Senior Vice President-Investments, joined the Merrill Lynch wealth management office in 2003. A graduate of The University of Toledo, he has a BA in Finance and Real Estate and over twenty one years experience in the financial services industry.

Kristie Howe, Certified Financial Planner ™, Chartered Retirement Plan Counselor ™ and Accredited Retirement Plan Consultant, joined the Merrill Lynch wealth management office in 2003. A graduate of The University of Toledo, she has a BA in Finance and over fourteen years experience in the financial services industry.

Chad Wicker, Investment Advisor, joined the Merrill Lynch wealth management office in 2005. A graduate of the University of Toledo, he has a BA in Finance and over five years experience in the financial services industry.

Melissa Estrich, Senior Associate and Group Manager, joined the Merrill Lynch wealth management office in 2003. She attended The University of Toledo and Lourdes College for Business Administration and has over fifteen years experience in the financial services industry.

Jamie Pierce, Registered Client Associate, began at Merrill Lynch in 1997 before joining the wealth management office in 2008. Jamie has over twelve years experience in the financial services industry.

Lindsey Rouser, Client Associate, joined the Merrill Lynch wealth management office in 2006. A graduate of the University of Toledo, she has a BA in Marketing and Finance.

Debbie Pratt, Client Associate, joined the Merrill Lynch wealth management office in 2008. She has over 12 years experience in the financial services industry.

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Kenneth Wise is registered to do business in: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI, WV

Craig D. Findley is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

For questions regarding registration information please contact your Financial Advisor.