• 272 E. Deerpath, Suite 106 | Lake Forest, IL 60045 | 847.234.4282





  • LEADERS CIRCLE:

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  • Merrill Lynch

    • Financial Consultants
    • Financial Management & Planning
    780 N. Western Avenue
    Lake Forest, IL 60045
    (847) 582-7808
    (888) 363-9227
    (847) 613-4469 (fax)

    About Us

    Merrill Lynch is one of the world's premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.

    Working with our clients as strategic read more
    • About

      Merrill Lynch is one of the world's premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.

      Working with our clients as strategic partners, we create and execute winning solutions, which address our clients' most pressing strategic, financial and investment needs - anywhere in the world.

      We stand apart by building and maintaining solid partnerships with clients. Merrill Lynch places our client relationships first and is proud to conduct our business based on five unwavering principles: Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship, and Integrity.

      Trusted Advisors
      The world's leading corporations, financial institutions and governments, as well as the top mutual funds, hedge funds, pensions and endowments, trust Merrill Lynch to help them solve problems and capitalize on opportunities.

      Global Partners
      More than 60,000 professionals in 40 countries combine local market expertise with Merrill Lynch's substantial global product resources, technology and capital.

      Culture of Innovation
      For decades, we have pushed beyond the status quo to design new securities and improve existing structures; create sophisticated analytics and trading systems; structure landmark transactions; and help clients find the right strategies to improve performance.

      Superior Execution
      Leadership positions in our chosen markets enable us to anticipate market trends, see opportunities as they develop and execute cleanly.

    • Whom to Contact

      • Christopher Collins
        Financial Advisor
      • The Birkhauser Group
        Senior Vice President & wealth Management Advisor
      • The Paulson-Holman Group
        Senior Vice President- Wealth Management
      • John Heinze
        Senior Vice President- Wealth Management
      • Robert Rosenthal
        Resident Director & Wealth Management Advisor
      • The Newman Douglass Team
        Vice President & Wealth Management Advisor