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The Moriarty Group

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The Moriarty Group

Wealth Management
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Merrill Lynch
Wealth Management

THE MORIARTY GROUP

We are known for our ability to “listen hard” and help families cut through to what truly matters to them.  Our clients are predominantly self-made people from varied backgrounds with one important common characteristic – they are all too busy to do it themselves.  That’s where we come in; we collaborate and assist in getting things done in all aspects of their lives.

The Moriarty Group

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About us

For more than two decades, we have offered personalized attention and the feel of a smaller, boutique-like firm with the power and insights of a global financial institution. We tailor everything we do for our clients and deliver customized, innovative financial strategies because we know they all have unique situations.




The Moriarty Group
Merrill Lynch Wealth Management
225 West Wacker Drive, Suite #1400, Chicago, Illinois 60606
312 696 7598

Philosphy

DELIVER A CLIENT EXPERIENCE BEYOND WHAT IS EXPECTED

We pride ourselves on being strategic thinkers. We take advantage of our experience and instincts to read between the lines and are able to quickly identify what is really important to our clients. We go above and beyond, focus on addressing their concerns and assisting them through key transitions in their lives.

We use our ability to anticipate potential upcoming circumstances, identify issues they hadn't thought about, provide proper advice and work hard to get things done so they can go on with their lives.




The Moriarty Group
Merrill Lynch Wealth Management
225 West Wacker Drive, Suite #1400, Chicago, Illinois 60606
312 696 7598

Our Process

PROVIDING A TAILORED APPROACH AND INNOVATIVE STRATEGIES

Our process goes beyond just investing.  We devote a great deal of time on the front end of our process to quantify each individual’s risk tolerance.  We focus on outcome-based objectives to help build a path toward accomplishing the personalized goals of every individual.  In addition, we offer customized banking, including credit and lending solutions with alternative sources of collateral, through Bank of America.  This allows us to streamline processes, increase accessibility and provide broader financial flexibility.




The Moriarty Group
Merrill Lynch Wealth Management
225 West Wacker Drive, Suite #1400, Chicago, Illinois 60606
312 696 7598

Team Capabilities

CONNECTIVITY AND UNMATCHED ACCESS TO RESOURCES

We deliver the proper resources, as needed, from relationships built throughout the years.  We have a network of experienced in-house and third-party strategists, analysts, investment bankers, family office service providers, family education and philanthropy advisors; as well as trust, estate and legacy planning professionals.  Whatever the need, we have the experience, knowledge, resources and relationships to support our pursuit of making our clients’ lives easier.





The Moriarty Group
Merrill Lynch Wealth Management
225 West Wacker Drive, Suite #1400, Chicago, Illinois 60606
312 696 7598

Seven Life Priorities

Whether it is for a family or individual client we can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:

Health: Managing healthcare expenses, now and in the future
Home: Upsizing, downsizing, remodeling or buying a vacation home
Family: Taking care of your family and other people in your life
Leisure: Spending your free time in meaningful ways
Giving: Volunteering, mentoring others and giving to charities
Work: Working in retirement, selling or starting a business
Finance: Bringing it all together and defining your financial goals



The Moriarty Group
Merrill Lynch Wealth Management
225 West Wacker Drive, Suite #1400, Chicago, Illinois 60606
312 696 7598

Meet Our Team

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.

Additional Resources

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.

Matthew Wesley

Matthew Wesley

Wealth Strategist

Merrill Lynch

David Neumann

David Neumann

Senior Structured Credit Executive

Bank of America, N.A.

Kristen S Busciglio

Kristen S Busciglio

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #559834

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    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

      Let’s Have a Conversation

      We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.