Tom Mathew

First Vice President, Senior Financial Advisor

110 N Wacker Dr
Chicago, IL 60606
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

You have worked extraordinarily hard to amass your wealth. The demands of your professional and personal priorities require a financial advisor who is willing to work just as hard for you in building and preserving that wealth, and utilize every resource available within a world class Wealth Management platform.

To be most effective, the wealth management process must begin with a holistic and detailed review of your financial situation, as well as a deep understanding of your unique objectives. No two clients are alike, and therefore a customized and goals-based approach is necessary.

At Merrill Lynch Wealth Management, I serve the needs of successful individuals, their families, and often their closely held businesses as well. Primary areas of focus include retirement planning, designing investment portfolios with an eye towards tax efficiency and mitigation of volatility, banking & lending needs, educational planning, wealth transfer strategies, and many others.

I strive to provide my clients with the highest degree of competency, transparency, and confidentiality. I'll meet with you periodically to review your progress, measure results against your objectives, and make adjustments as your life and business circumstances change.

Our global team of highly skilled specialists can further assist in areas such as Trust & Estate Planning services, Insurance, Home Loans, Personal Lines of Credit, Commercial Banking, and Investment Banking.

I graduated from Northwestern University with a B.A. in Economics.  I joined Merrill Lynch Wealth Management in 2006, and truly look forward to many more years of diligent service to my clients.

NMLS ID 559417
*Banking and lending services through Bank of America N.A.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Meet Our Professional Staff
Christopher E Grajeda
Wealth Management Client Associate
Erica Rose Means
Registered Wealth Management Client Associate
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.
Bryant Wolfson
Alternative Investments Regional Specialist
Bank of America, N.A.
Nicholas A. Beilfuss
Wealth Strategies Advisor
Bank of America, N.A.
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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Thomas Mathew is registered to do business in CA, FL, IA, IL, IN, MN, NJ, NY, OH, SC, TN, TX, UT, WA, WI.