UBS Financial Services
47yrs
Top advisor by experience in Ohio
12yrs
Denise Ward has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Pepper Pike, Ohio. Denise joined Merrill in 2015, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 237 advisors with offices in Pepper Pike, and one of 208 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office30195 Chagrin Blvd, Pepper Pike, OH 44124
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowMerrillCurrent firm
Contact Denise
30195 Chagrin BlvdPepper Pike, OH 44124Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Denise
Tailored to Denise’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Denise
How do I contact Denise?
Call Merrill at (800) 637-7455 and ask for Denise Ward. Denise works from the Pepper Pike, OH office.
How long has Denise been a financial advisor?
Denise has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Denise hold?
Series 66. Tap any license on this page to see what it allows.
Is Denise a fiduciary?
Denise is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Denise paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Denise for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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