Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Since our founding in 1982, members of our team have been helping a broad spectrum of clients at various stages in their lives navigate the complexities of their wealth. With more than 125 years of collective experience, each member of our five-person, multigenerational team stands ready to help you make informed financial decisions.
Going beyond portfolio management, we offer wide-ranging strategies that can give you greater freedom to pursue the things in life you most enjoy. Whatever your goals may be, we can help you determine strategies designed to help you achieve them.
We are proud of our ability to maintain close, constructive relationships with people throughout Illinois and other parts of the country. With extensive backgrounds in administration and operations, our team members all share a dedication to enhancing your financial decision making though quality service and advice.
We’ve worked hard to build a team with knowledge and experience that upholds our commitment to outstanding wealth management. The age span of our team members gives us the ability to meet a variety of financial needs that may occur during the various stages of your life and the lives of your children, grandchildren and parents.
We are proud that in 2022, our team leader, Steven Porter, was recognized in Forbes “Best-in-State Wealth Advisors” list (*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021), and Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” list in 2019 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 11, 2019. Rankings based on data as of September 30, 2018). We use our collective knowledge, acquired through years of real-world experience, extensive training and professional credentials, including the CRPC® designation, to stay at the forefront of industry updates and best practices. We believe our intellectual capital and disciplined, long-term wealth management approach can help you navigate financial challenges throughout ever-changing business and economic cycles.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 11, 2019. Rankings based on data as of September 30, 2018.
The ranking considered advisors with a minimum of seven years of financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the 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.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2016, 2017, 2018 and 2019.
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Barron's "America's Top 1,000 Financial Advisors: State-by-State" in 2008 and 2009.
Published annually in February. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" in 2018, 2020, 2021 and 2022.
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
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
Merrill
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.
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