Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Carol J. Bunch, CRPC®
Senior Vice President, Wealth Management Advisor
Carol Bunch is a Senior Vice President, Wealth Management Advisor with Merrill Lynch in Chicago, devoting over 30 years to servicing the needs of high net worth clients. She has developed a professional acumen in advising clients with regard to cash flow management, long term wealth management, portfolio diversification and sophisticated wealth transfer strategies.
Carol and her team are committed to outstanding client service. Carol earned the Chartered Retirement Planning CounselorSM designation, awarded by the College for Financial Planning, and holds a bachelors degree from Purdue University. She has been selected for numerous development programs offered by the company to evolve her proficiency in wealth management, and continues to expand her knowledge through post graduate courses at the University of Chicago and Wharton School of Business.
Trevor J. Mason, CRPC®
Analyst – Business Development
Trevor is an Analyst for The Bunch Group, supporting the team's growth through new business development, investment research, and strategy implementation. He strives to build a deeply personal experience for each client and their families. Prior to joining our team in 2013, Trevor interned with Merrill Lynch in his hometown of Grand Rapids, MI and earned a BA in Economics from the University of Michigan. He is a loyal fan of the Detroit Lions, Michigan Wolverines, and Liverpool Football Club.
Erica S. Nitzkin
Registered Client Associate
Erica is a Registered Client Associate for The Bunch Group. As the initial point of contact on our team, Erica works closely with high net-worth clients to address both their immediate needs and long-term goals. She is responsible for providing diligent and detailed client services and administrative support to uphold clients' evolving wealth management needs. Erica graduated from the University of Missouri before joining Merrill Lynch in 2017.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
We believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies designed to help address your financial needs.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill and access to the banking convenience of Bank of America as we do so.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer NMLS # 1389976
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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.
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 you stay on track to achieve what's most important to you.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can 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'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. Merrill Lynch Wealth Management 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.
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.