Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Whatever your personal goals may be, The Place Wealth Management Group will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
At The Place Wealth Management Group, our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. By listening to your personal goals, we will provide thoughtful, highly personalized strategies to help simplify your complex challenges and bring clarity to life’s most significant transitions.
Gathering detailed financial and demographic information is critical when developing an individualized goals-based wealth management approach. We will deliver personalized service that is designed to meet and goes above and beyond client expectations. Every member of our experienced team is available to assist you and your client service requests. Our wealth management approach is about turning your financial goals into reality.
Our team works with affluent individuals and families to address wealth management needs that extend beyond wealth management advice and guidance. We will consistantly provide personalized service that will address all aspects of your financial life, while employing the broad resources of Merrill Lynch Wealth Management and Bank of America banking products, while working with your other professionals, such as estate and tax attorneys. The Place Wealth Management Group will help you plan and prepare for likely (and unlikely) circumstances.
Our commitment to you is ongoing. Together, we look forward to helping strengthen your financial security and making you comfortable with the road ahead, no matter what is happening in the markets or around the world. The Place Wealth Management Group will provide adjustments to your strategy, as life, and the markets can change quickly while using the tools and expertise reflecting and delivering the best thinking of the Firm.
For more than a decade, The Place Wealth Mangement Group has focused on servicing and managing high net worth individuals and multi-generational families with the complex and fundamental aspects of their lives. Our team’s background and extensive experience allows us to serve a myriad of clients, such as corporate executives, entrepreneurs, and doctors, with a holistic financial approach to address individual needs. From the start, The Place Wealth Mangement Group will talk about your goals and what matters most to you. Are you concerned about future expenses, considering a sale of a business or home, preparing your wealth for future generations? Whatever the scenerio, with access to the investment insights and the banking convenience of Bank of America, The Place Wealth Management Group will work together to develop a personalized approach to address your individual and family's financial needs.
Every relationship begins 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 potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
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. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
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.
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.
Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*
Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Supported by the global resources of Merrill, our group 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 Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
Trulucks, 9860 Berwyn Ave., Rosemont, IL 60018
June 7th, 2023|5:30 PM
Please join The Place Wealth Management Group and Nicole R. Hanson, ChFC, CLTC, Regional Director Lincoln MoneyGuard, Lincoln Financial Distributors to talk about protecting your financial future from the increasing costs of Long-Term Care.
Register Here by May 24th
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
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.
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.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.