Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.

Learn more

Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.

Learn more

Merrill Lynch

The Verschuur / Iyer Group

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Merrill Lynch
Wealth Management

We are as motivated as the clients we serve.
For successful individuals seeking highly experienced and energized advisors,
we look forward to providing a rewarding wealth management experience.
 
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Welcome to the Verschuur/Iyer Group

At The Verschuur/Iyer Group, clients come to us with wealth – yet many wrestle with the right balance for enjoying it, passing it along, or supporting a worthy cause.

Some clients have managed wealth on their own and require a cohesive strategy or added layer of sophistication and financial wisdom. Others are referred to us following divorce or another difficult transition – and can benefit from our “hands-on, hands-held” approach to helping them make informed decisions (rather than emotional ones).

By serving a limited number of client families, we can provide service and attention in boutique-like fashion – backed by the vast resources of a global financial institution. While clients are diverse in their achievements, most are highly educated and financially astute – attorneys (including senior partners), surgeons and other physicians, senior-level corporate executives, business owners, creative professionals, and multiple generations of affluent families residing in Illinois and more than ten other states.

What distinguishes us?

• We have worked together for 20 years and were “best men” at each other’s wedding. Clients treat our entire team like members of their families. We are passionate about serving client families, just as we are about caring for our own.

• Our tradition of bringing a disciplined, planning-based approach to clients. This allows us to appreciate what clients hope to achieve, what they believe stands in their way, and how we can help them feel confident about the road ahead.

• Our highly professional and proactive service model. This is shared by our stellar support staff. Like our clientele, we are highly driven. By collaborating internally and with each client, we can provide superior wealth management – the kind that helps clients anticipate and prepare for the next opportunity or challenge. We look forward to serving you with the same degree of diligence and intelligence.

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What We Believe

At The Verschuur/Iyer Group, we are inspired to give clients a level of certainty (rather than fear). When a client smiles and realizes that he or she will likely have enough money to satisfy a cherished goal, we share their optimism and joy.

Given the ambitious nature of clients, we focus on helping them pursue paths that may be uncommon – but ones that bring meaning to their years of hard work. We recognize that new opportunities and obstacles will invariably present themselves. That’s why we speak with clients regularly, not when the calendar tells us to. We also believe:

• Clients’ goals act as our compass in directing the strategies we create. It’s important that we help clients identify and clearly articulate what they envision (for themselves and those they love). Our effectiveness hinges, to a significant extent, on showing clients what they need to save and the risk they need to take – to put goals within reach.

• In addition to taking careful measure of a client – their wealth and attitude toward wealth – we evaluate our performance, by asking ourselves questions that remind us of our commitment to clients: “Are we doing everything possible to help enhance and preserve the quality of clients’ lives and lifestyles? How can we best fulfill the responsibility we believe we have to client families – and the trust they place in us?”

• Clients are drawn to our ability to deliver goals-based investing, a seasoned perspective on market behavior, and genuine care and integrity. Clients’ referrals tell us they’re pleased with the experience.

• We manage investment risk first and growth second. As highly skilled, long-term investors, we use the firm’s exceptional research and models. We manage risk by diversifying across asset classes, rebalancing in a disciplined manner, and aiming for tax efficiencies. We also think it’s critical to engage with each spouse, their growing children and their adult children.

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Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make 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 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

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

mediahandler/media/
What we Believe

At The Verschuur/Iyer Group, we are inspired to give clients a level of certainty (rather than fear). When a client smiles and realizes that he or she will likely have enough money to satisfy a cherished goal, we share their optimism and joy.

Given the ambitious nature of clients, we focus on helping them pursue paths that may be uncommon – but ones that bring meaning to their years of hard work. We recognize that new opportunities and obstacles will invariably present themselves. That’s why we speak with clients regularly, not when the calendar tells us to. We also believe:

• Clients’ goals act as our compass in directing the strategies we create. It’s important that we help clients identify and clearly articulate what they envision (for themselves and those they love). Our effectiveness hinges, to a significant extent, on showing clients what they need to save and the risk they need to take – to put goals within reach.

• In addition to taking careful measure of a client – their wealth and attitude toward wealth – we evaluate our performance, by asking ourselves questions that remind us of our commitment to clients: “Are we doing everything possible to help enhance and preserve the quality of clients’ lives and lifestyles? How can we best fulfill the responsibility we believe we have to client families – and the trust they place in us?”

• Clients are drawn to our ability to deliver goals-based investing, a seasoned perspective on market behavior, and genuine care and integrity. Clients’ referrals tell us they’re pleased with the experience.

• We manage investment risk first and growth second. As highly skilled, long-term investors, we use the firm’s exceptional research and models. We manage risk by diversifying across asset classes, rebalancing in a disciplined manner, and aiming for tax efficiencies. We also think it’s critical to engage with each spouse, their growing children and their adult children.

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Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Mark Verschuur

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Shankar B Iyer

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Meet the 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.

Jermaine Gomes

Retirement Specialist

Bank of America, N.A.

Patrick M Miriani

Wealth Management Banking Specialist

Merrill

Kristen S Busciglio

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #559834

Upcoming Events

Tune out the noise: Wealth planning for the year ahead

March 28th, 2023|3:00 PM - 4:00 PM CST

Verschuur/Iyer Group clients are invited to a virtual discussion on estate planning.  Join us as Jen Galvagna leads a panel discussion with Mitch Drossman and Katie Carlson that explores why now may be the right time for clients to create or update their estate plan.

 
Topics include:

  • Impact of rising interest rates, high inflation and increased volatility.
  • What a divided government means for tax legislation.
  • Family dynamics and the role they play in estate planning.
  • Actionable strategies for investors to consider in 2023.

    For more information: 312.269.5051 or kamille.fajardo@ml.com

    Past Events

    Outlook 2023 – Back to the (New) Future

    March 21st, 2023|3:00 PM - 4:00 PM CST

    Contagion or overreaction?

    Please join the Verschuur / Iyer Group for a live webcast with Chris Hyzy, Merrill Chief Investment Officer

     Tuesday, March 21, 2023 (3-4pm CT)

    Our CIO will share whether the coming year might bring a return to a more promising market as global economies reset. He will also cover regional insights and potential ways to navigate today’s new market landscape. We will end with an open Q & A.

    Topics will include:

    • What a potential recession could mean for the markets
    • Dealing with inflation, volatility and other investment risks
    • Portfolio strategies and opportunities to consider now
    CLICK HERE to reserve your place for this exclusive, live virtual event.

      Transforming World with Haim Israel

      March 14th, 2023|8:00 AM - 10:00 AM CST

      We are excited to have Haim Israel, Managing Director and Head of Global Thematic Investing Research join us for a client breakfast on Tuesday, March 14, 2023 from 8:00 am – 10:00 am CT at The University Club of Chicago – Northwestern Room.

       
      We are at the dawn of a revolution. The pace at which technological and social megatrends are transforming our world today is unprecedented. However we believe this is just the beginning and the rate of change heading into an exponential inflection point. Global knowledge doubles every 2 years, we will create more data in the next 2 days than we created since the birth of civilization to the year 2000. The rise of AI and reincarnation of Moor’s law on top of demographic, geopolitical and environmental radical transformation means we are heading into the fastest changes in human history. Immortality, singularity, and quantum revolution are just some of the radical revolutions we could reach at the end of this decade.

      Please join us!

        Staying on Track

        We understand that both your life and the financial markets can change over time. By 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.



        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.



          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.

          #DigitalMerrill

          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

            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.

            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.



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            Transcript of Video 

            No question too big or moment too small

            For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

            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.