The Bunch Group

Merrill Lynch Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 696-7584
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Bunch Group
Merrill Lynch Wealth Management
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Carol Bunch,

CRPC™

Senior Vice President, Wealth Management Advisor
312.696.7584
James Murphy,

CPWA®

Senior Vice President, Resident Director - Wealth Management Advisor
312.696.2083
Erica Nitzkin,

CPFA™,CRPC™

Assistant Vice President, Wealth Management Specialist
312.696.7631
Colin Ahearn
Wealth Management Client Associate
312.696.7572
Joseph Shannon
Assistant Vice President, Senior Financial Advisor
312.696.7656
Justin Brosseau,

CIMA®

Assistant Vice President, Wealth Management Advisor
312.696.7576
Matthew Pomerantz,

CFP®

Assistant Vice President, Wealth Management Advisor
312.696.7613
Gianna Traylor,

CFP®

Financial Advisor
312.696.2080
Sean Kirwan,

CRPC™

Officer, Registered Wealth Management Client Associate
312.696.2061
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.
Faheem Chaudhry
Wealth Management Banking Specialist
Kurt Lorenzen
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #228680
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 CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.