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CHICAGO LOOP, IL

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.

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Branch Office Profile

About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America’s estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Matthew Pomerantz,

CFP

Assistant Vice President

Wealth Management Advisor

Carolyn M George

Senior Vice President

Wealth Management Advisor

Robert S O'Neill

Vice President

Senior Financial Advisor

Michael Barakat,

CFA

Senior Vice President

Wealth Management Advisor

Thomas C Ratos,

CPFA,

CFP

Vice President

Wealth Management Advisor

Cheryl Washington,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

William M Gomolinski,

CEPA,

CFP,

CPFA

Senior Vice President

Wealth Management Advisor

Philip Reynolds

Vice President

Senior Financial Advisor

Sally K Blume-Kelly,

CFP

First Vice President

Wealth Management Advisor

Kayla M Gardner,

CPFA,

C(k)P

Vice President

Senior Financial Advisor

Nicolina F. Falcone,

CFP

Senior Financial Advisor

Eric W Lichtenauer

Assistant Vice President

Financial Advisor

Eli Sanchez

Senior Financial Advisor

Sydney F Viehman,

CFP,

CDFA

Assistant Vice President

Wealth Management Advisor

Sean Kienzle,

CPWA

Senior Vice President

Financial Advisor

Cody Kantor,

CIMA

Wealth Management Advisor

Erica Khan,

CPFA,

CEPA

Vice President

Financial Advisor

YOLANDA G. PEREZ

Assistant Vice President

Associate Client Relationship Manager

Anthony V. Vito

First Vice President

Senior Financial Advisor

Michail Gournis,

CIMA

Vice President

Financial Advisor

Bradley N Wiss,

CFP

Vice President

Resident Director - Wealth Management Advisor

Edward E Shine,

CEPA,

CFP

Senior Vice President

Wealth Management Advisor

Scott F Stratford,

CPFA,

CFP,

CFA

Senior Vice President

Wealth Management Advisor

David D Moyer,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Robert Feil,

CRPC,

CFP

First Vice President

Wealth Management Advisor

Peter F. Chase

Senior Vice President

Senior Financial Advisor

Jason Mark Neiman

Senior Vice President

Senior Financial Advisor

Barry S Marks

Senior Vice President

Senior Financial Advisor

Thomas Mathew,

CPFA

First Vice President

Senior Financial Advisor

Patrick Crowley

Vice President

Senior Financial Advisor

Christopher P. Burke,

CFP

Senior Vice President

Wealth Management Advisor

Michael Kielty

Vice President

Senior Financial Advisor

Daniel T. Sandlin,

CFP

Senior Vice President

Wealth Management Advisor

Jack Hickey,

CEPA,

CFP

Senior Vice President

Wealth Management Advisor

Nancy E Loeb

First Vice President

Senior Financial Advisor

Aylla M Lashaway-Mueller,

CFP

Wealth Management Advisor

Jeffrey William Beck

Vice President

Financial Advisor

Tyren Tornincasa

Assistant Vice President

Financial Advisor

Matt Burns,

CPWA

Senior Vice President

Wealth Management Advisor

Joseph Hargrove,

CEPA

Vice President

Financial Advisor

Ken Novak,

CFP

Senior Vice President

Financial Advisor

Brian H Wang

Vice President

Financial Advisor

Ann Bettendorf Freeman,

CPFA

Vice President

Financial Advisor

Paul David Kasischke

Vice President

Financial Advisor

Benjamin John Crowder

Vice President

Financial Advisor

Vincent E Clemente,

CFP

Senior Vice President

Wealth Management Advisor

Blaine R White,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Market Leadership Team

Brooke Thompson| MLWM Senior Market Executive| Managing Director - Wealth Management

David Palumbo| Associate Market Manager| Director

Michelle Walsh-Gallegos| Market Supervision Manager| Vice President

Erin Kalsto| Market Client Relationship Manager| Vice President

Alyce LaVine-Davis| Client Relationship Manager| Vice President

Tinu Thompson| Market Supervision Manager| Vice President

Eugene Nacci| Associate Client Relationship Manager| Vice President

Yolanda Perez| Associate Client Relationship Manager| Assistant Vice President

Shirley Williams| Market Supervision Manager| Vice President

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.

Events

Merrill Financial Solutions Advisor Informational Session

June 26th, 2024 | 5:00PM-6:00PM 

You're invited!
Merrill Financial Solutions Advisor Info Session

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide.  You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. 

Click here to register

 

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey.  Join us for an informational session to learn more!

You're invited!
Merrill Financial Solutions Advisor Info Session

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide.  You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. 

Click here to register

 

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey.  Join us for an informational session to learn more!

RSVP OnlineCall to reserve

Careers 4

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management