BBV Wealth Management Group

Merrill Lynch Wealth Management

110 N Wacker Dr
Chicago, IL 60606
(312) 696-2127
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Our initial objective is to help you organize your financial life, whether your aim ranges from growth and wealth preservation to succession planning and wealth transfer. We’ll collaborate with you by helping you build a framework that begins with our understanding your immediate family and financial situation. With that information, combined with our ability to draw on an extensive array of Firm specialists, we have the tools that can help you identify and address personal and professional goals, manage risk, and reduce vulnerability to market fluctuations.
BBV Wealth Management Group
Merrill Lynch Wealth Management
Welcome

What are you accomplishing—or hope to accomplish—with your wealth?  Will you be able to support your children’s educational funding and aspirations?  Are you prepared to deal with the challenge of meeting both a lifestyle and retirement income strategy?  We believe that a key to growing and holding onto sustainable income begins with understanding the risks and rewards of creating a long-term plan that can help you meet your goals.  And that process begins with an uncompromising conversation, an activity we expect to eventually turn into a collaboration. Our initial objective is to help you organize your financial life, whether your aim ranges from growth and wealth preservation to succession planning and wealth transfer.  We’ll collaborate with you by helping you build a framework that begins with our understanding your immediate family and financial situation.  With that information, combined with our ability to draw on an extensive array of Bank of America and Merrill specialists, we have the tools that can help you identify and address personal and professional goals, manage risk, and reduce vulnerability to market fluctuations. Fortunately, we are a team that will work tirelessly to help you pursue your goals through highly personalized wealth planning strategies.  Whether you want to build or expand a business, pursue a passion or create a legacy for your family and future generations, contact us at your convenience.  It helps to have the BBV team at your side.

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We mean business
Recognition
Helen Balch
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Show more recognition
About Us
Philosophy

Being there when hard decisions have to be made…being there when the markets are moving this way and that…being there when a client wants to chat, have a meeting, take in a seminar or a special event…being there for a client who's become an investor and a friend…being there defines a working, caring relationship with our entire team…being there means when you need the BBV team the most, we'll be there.

Our financial philosophy is built around relationships…being there to help clients work through the wealth cycle of accumulation, preservation and distribution…being there to truly learn about each client and what each client is hoping to accomplish…being there to conduct reviews and recommend adjustments aimed at dealing with changing conditions and client circumstances…being there as the size, diversity and complexity of the challenges clients face increase…which is why we believe you need to engage financial advisors like us who work to better understand your needs and objectives. Our philosophy encompasses our entire, diversified client base, working to optimize your portfolio so family members may be provided for during and after your lifetime.
Being there means staying in close contact with you, working to anticipate your financial needs…being there means making recommendations that align with your individual strategy…and being there means we are prepared to bring our dedicated philosophy—being there—to your assets in accordance with the values and principles you believe in.

We want to be there for you.

Meet Our Team
Helen Balch
Senior Vice President, Wealth Management Advisor
312.696.2127
Molly Vandeveld,

CIMA®, CRPC™

Senior Vice President, Wealth Management Advisor
312.696.2126
Gabriel Torres
Vice President, Resident Director
262.241.7396
Ann Bettendorf Freeman,

CPFA™

Vice President, Financial Advisor
312.696.2064
Lindsey Clark,

AAMS™, AWMA™, CRPC™

Financial Advisor
312.696.7546
Susan Zeeb
Officer, Registered Wealth Management Client Associate
312.696.2128
Nell Bridgman Vandeveld
Registered Wealth Management Client Associate
312.696.7582
Anays Munoz
Wealth Management Client Associate
312.696.2127
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.
Kristen S Busciglio
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #559834
Jonathan Reaves
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.