The Verschuur / Iyer Group
Merrill Lynch Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 269.5166
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Mission Statement
Helping you Transform your Wealth into Lifelong Fulfillment. Live Worry-Free, Create Memories, and Leave a Lasting Impact.
Welcome

At The Verschuur/Iyer Group, we take a refreshingly different approach to financial advising. We believe wealth is not just for accumulation—it’s a tool for living a life of fulfillment and joy. Our unique approach helps clients break free from the traditional mindset of saving endlessly and instead focuses on finding the right balance between delayed gratification and living fully in the present. We guide you in using your wealth to create lasting memories with loved ones, pursue passions, and enjoy life’s most meaningful moments, all while helping to ensure long-term security. Our mission is to help you live worry-free, without the fear of outliving your resources, and leave behind a legacy that reflects a life well-lived. What distinguishes us?

• We have worked together for over 30 years and were “best men” at each other’s wedding. Clients treat our entire team like members of their own families. We are passionate about serving client families, just as we are about caring for our own.

• Each client is assigned a team of three seasoned professionals. A Wealth Management Advisor, a Senior Wealth Planner, and a Wealth Management Client Associate. Together, this team-based approach, helps to ensure that all areas of your financial lives are cared for.

• Our tradition of bringing a disciplined, planning-based approach to clients. This allows us to appreciate what clients hope to achieve, what they believe stands in their way, and how we can help them feel confident about the road ahead.

• Our highly professional and proactive service model. This is shared by our stellar support staff. Like our clientele, we are highly driven. By collaborating internally and with each client, we can provide superior wealth management – the kind that helps clients anticipate and prepare for the next opportunity or challenge. We look forward to serving you with the same degree of diligence and intelligence.

Videos
Introduction to the Verschuur Iyer Group
Recognition
Mark Verschuur
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Verschuur / Iyer Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

At The Verschuur/Iyer Group, we take a refreshingly different approach to financial advising. We believe wealth is not just for accumulation—it's a tool for living a life of fulfillment and joy. Our unique approach helps clients break free from the traditional mindset of saving endlessly and instead focuses on finding the right balance between delayed gratification and living fully in the present. We guide you in using your wealth to create lasting memories with loved ones, pursue passions, and enjoy life's most meaningful moments, all while helping to ensure long-term security. Our mission is to help you live worry-free, without the fear of outliving your resources, and leave behind a legacy that reflects a life well-lived
What distinguishes us?

• We have worked together for over 30 years and were "best men" at each other's wedding. Clients treat our entire team like members of their families. We are passionate about serving client families, just as we are about caring for our own.

• Our tradition of bringing a disciplined, planning-based approach to clients. This allows us to appreciate what clients hope to achieve, what they believe stands in their way, and how we can help them feel confident about the road ahead.

• Our highly professional and proactive service model. This is shared by our stellar support staff. Like our clientele, we are highly driven. By collaborating internally and with each client, we can provide superior wealth management – the kind that helps clients anticipate and prepare for the next opportunity or challenge. We look forward to serving you with the same degree of diligence and intelligence.

Friday, September 8th 2023| 11:00 AM CST
EVolution 2023

Don't miss out on EVolution, our 3nd Annual Electric Vehicle Summit. EVolution is a one-of-a-kind virtual show where leaders discuss the latest trends in electric vehicles and environmental sustainability.

Merrill is committed to working with our clients to bring together public and private stakeholders to drive a just energy transition. In support of this, we are proud to open the virtual doors to a unique view of the current state of electric vehicles and beyond.

Click here to register or view on demand replay after the event.

Wednesday, February 14th 2024| 4:00 PM CST
Her Heart Matters

In honor of women's heart health month, the Women's Exchange is excited to welcome:

Dr. Annabelle Volgman, and her colleagues; they are set to delve into crucial insights on women's heart health.

Dr. Annabelle Volgman is currently Professor of Medicine and Senior Attending Physician at Rush Medical College and Rush University Medical Center. She is also the recipient of the McMullan-Eybel Endowed Chair for Excellence in Clinical Cardiology. Dr. Volgman is the co-founder and Medical Director of the Rush Heart Center for Women.

Tuesday, February 13th 2024| 4:00 PM CST
Central Outlook 2024

Event Overview:

Please join Merrill for a discussion with our top industry experts who will discuss how the coming year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.

Topics will include:

What a potential recession could mean for the markets.
Dealing with inflation, volatility, and other investment risks.
Portfolio strategies and opportunities to consider now.

The Verschuur / Iyer Group Team Photo
Thursday, June 13th 2024| 3:00 PM EST 4PM CST
Protecting Yourself From Cybercrime At Home & On The Go

The summertime can present cyber criminals with opportunities to take advantage of college students back at home who may be taking on financial responsibilities for the first time and travelers who may be distracted while away from home. To help our clients protect their families and assets, we're pleased to offer the second in our quarterly series of cybersecurity webcasts.

Join Ben Tweel, a senior cybercrime specialist with Bank of America's Global Information Security team on June 13, 2024 at 3 pm ET to learn why you might be at risk, what to be aware of and which best practices can help protect you, your family and assets.

Meet Our Team
Mark Verschuur,

CRPC™

Managing Director, Wealth Management Advisor
312.269.5163
Shankar Iyer,

CFP®

Managing Director, Wealth Management Advisor
312.269.5166
Timothy Cody,

CFP®, CPFA™

Assistant Vice President, Wealth Management Advisor
312.269.5121
George Huggins,

CIMA®

Senior Vice President, Wealth Management Advisor
312.269.5030
Jennifer McJunkin Schwartz,

CRPC™

Vice President, Senior Wealth Planner
312.269.5077
Bianca Emma Batilaran,

CPFA™, CRPC™

Senior Wealth Planner
312.269.5035
Patricia Wetzel
Financial Advisor
312.269.5040
Tricia L McCaffrey
Assistant Vice President, Wealth Management Associate
312.269.5021
Keyoiry Banks
Wealth Management Client Associate (FP)
312.269.5051
Grayson Clountz
Wealth Management Client Associate
312.269.5091
Terry J Hayn,

CRPC™

Vice President, Senior Relationship Manager
312.269.5150
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.
Milos Bjedov
Wealth Management Banking Specialist
Merrill
Kristen S Busciglio
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #559834
Jermaine Gomes
Retirement Specialist
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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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.
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 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.