The Verschuur / Iyer Group

Merrill Lynch Wealth Management

110 N Wacker Dr
Chicago, IL 60606
(312) 269.5166
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The Verschuur / Iyer Group
Merrill Lynch Wealth Management
Welcome

At The Verschuur/Iyer Group, clients come to us with wealth – yet many wrestle with the right balance for enjoying it, passing it along, or supporting a worthy cause.

Some clients have managed wealth on their own and require a cohesive strategy or added layer of sophistication and financial wisdom. Others are referred to us following divorce or another difficult transition – and can benefit from our “hands-on, hands-held” approach to helping them make informed decisions (rather than emotional ones).

By serving a limited number of client families, we can provide service and attention in boutique-like fashion – backed by the vast resources of a global financial institution. While clients are diverse in their achievements, most are highly educated and financially astute – attorneys (including senior partners), surgeons and other physicians, senior-level corporate executives, business owners, creative professionals, and multiple generations of affluent families residing in Illinois and more than twenty other states.

What distinguishes us?

• We have worked together for 25 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.

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, clients come to us with wealth – yet many wrestle with the right balance for enjoying it, passing it along, or supporting a worthy cause.

Some clients have managed wealth on their own and require a cohesive strategy or added layer of sophistication and financial wisdom. Others are referred to us following divorce or another difficult transition – and can benefit from our "hands-on, hands-held" approach to helping them make informed decisions (rather than emotional ones).

By serving a limited number of client families, we can provide service and attention in boutique-like fashion – backed by the vast resources of a global financial institution. While clients are diverse in their achievements, most are highly educated and financially astute – attorneys (including senior partners), surgeons and other physicians, senior-level corporate executives, business owners, creative professionals, and multiple generations of affluent families residing in Illinois and more than twenty other states.

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 B Iyer,

CFP®

Managing Director, Wealth Management Advisor
312.269.5166
Timothy Cody,

CFP®, CPFA™

Assistant Vice President, Wealth Management Advisor
312.269.5121
Gam 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
312.269.5051
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.
Patrick M Miriani
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.