Samuel W. Baynes, Financial Advisor-Merrill Lynch Wealth Management, has been in the financial services industry since 2007 and joined Merrill Lynch in 2011 because of their strong commitment to the client’s interests, their long legacy of leadership in the industry and world class research. Sam is a graduate of Indiana Wesleyan University and currently resides in Mason, Ohio. Sam volunteers his time in select organizations locally to benefit the community.
Sam and his team of Wealth Structuring, Estate Planning and Credit & Lending Specialists help clients pursue their long term goals by incorporating the vast resources available at the combined Merrill Lynch, Bank of America and U.S. Trust organization. Sam creates customized investment portfolios, tailored to each client’s specific risk and return objectives using a broad range of investment vehicles. Sam is innovative and will examine different strategies within the client suitability profile that may not be apparent to others. Areas of professional experience include; Investment Management, Retirement Income Planning, Wealth Structuring, Credit and Lending Strategies, Insurance, Education Planning and Retirement Plans.
Sam’s team of Commercial and Individual Lending specialists at the combined companies provide clients with specialized and significant lending opportunities.