Oberlander Timmerwilke Group

Merrill Lynch Wealth Management

110 N Wacker Dr
Chicago, IL 60606
(312) 696-7620
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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.
Oberlander Timmerwilke Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Sharon Oberlander
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2010-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America"s Top Wealth Advisors", 2017-2024
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Barron's "Top 100 Women Financial Advisors", 2006-2023
(Published annually in June. Rankings based on data as of March 31 of current year.)
Forbes "America"s Top Women Wealth Advisors", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Financial Times "400 Top Financial Advisers", 2020
(Published on April 16, 2020. Rankings based on data as of June 30, 2019.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Show more recognition
Oberlander Timmerwilke Group
Barron’s “Top 250 Private Wealth Management Teams”, 2024
(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2022-2023
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Wealth Management Teams High Net Worth", 2023
(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Thursday, May 30th 2024| 12:00pm CT
Monthly Educational Series: Lessons for a Lifetime of Investing

During this event, David Selbst from Lord Abbett will discuss:

  • The market trends that could reward long-term investing
  • Weakness can present buying opportunities
  • Time in the market matters, not marketing timing
  • Importance of diversification Follow the link to register for the event. For more information or to reserve your spot: call Kaitlyn Witmer at (312) 696-7624 or email kaitlyn.witmer@ml.com
Thursday, June 27th 2024| 12:00pm CT
Inside the World of Artifical Intelligence

During this event, Alkesh Shah will discuss:

  • The significance of Artificial Intelligence (AI)
  • How disruptive tech cycles drive labor productivity
  • Democratization of AI access
  • The challenges and risks of AI
Meet Our Team
Sharon Oberlander,

CPFA™

Managing Director, Wealth Management Advisor
312.696.7620
Andy Timmerwilke,

CEPA®, CIMA®, CPFA™, CRPC™

Managing Director, Wealth Management Advisor
312.696.7535
Thomas Ratos,

CFP®, CPFA™

Vice President, Wealth Management Advisor
312.696.2150
Annette I Seaberg,

CPWA®, CRPC™

First Vice President, Senior Investment Associate
312.696.7622
Shanda McFadden,

CEPA®, CPFA™

Assistant Vice President, Financial Advisor
312.696.7552
Erica Khan,

CEPA®, CPFA™

Vice President, Financial Advisor
312.696.2113
Annie Chen,

CFA

Wealth Management Advisor
312.696.7589
Chris Kasamis
Officer, Registered Senior Wealth Management Client Associate
312.696.7621
Patricia M Molina
Assistant Vice President, Wealth Management Associate
312.696.7516
Anita M Alvarez
Officer, Wealth Management Client Associate
312.696.7659
Natasha Cooper,

CFP®

Officer, Registered Wealth Management Client Associate
312.696.2063
Lars Erceg-Warner
Registered Wealth Management Client Associate
312.696.7623
Katherine L. Gianturco
Wealth Management Client Associate
312.696.7619
Kaitlyn Jane Witmer
Wealth Management Client Associate
312.696.7624
Cheyenne Batchman
Wealth Management Client Associate
312.696.2129
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.
Yvonne Gomez
Wealth Management Banking Specialist
Merrill
Insights
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.
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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.