Paxinos, Lamberti & Associates

Merrill Private Wealth Management
110 N Wacker Dr
Chicago IL 60606
(312) 696.7570
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We are proud to be stewards of our clients’ wealth, offering thoughtful guidance and personalized strategies. With integrity and deep financial acumen, we navigate financial complexities to building multi-generational relationships founded on trust.
Paxinos, Lamberti & Associates
Welcome

Paxinos, Lamberti & Associates is a Chicago-based, nationally recognized private wealth team dedicated to helping business owners, families, and professionals navigate the complexities of significant wealth. With a team of 14 experienced professionals, we provide the personalized attention our clients deserve while leveraging the deep resources of a global institution. Our approach goes beyond investments – we work with our clients to create tailored strategies for succession planning, liquidity events, multi-generational wealth transfer, and financial stewardship. We welcome the opportunity to help simplify your financial life and build a lasting legacy.

Recognition
Ari Paxinos
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2024-2025
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
Show more recognition
Paxinos, Lamberti & Associates
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025
(Published annually in May. Years pre-dating 2024, published as Barron's "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based on data as of December 31 of prior year.)
Click here to learn more about advisor recognitions
Our Approach
Business Owners & Entrepreneurs

Navigating Success, Securing the Future

You have built something incredible – your business. But with success comes complexity. Your personal wealth is deeply connected to your company's future, and balancing both can be overwhelming. Whether you are preparing for a transition, seeking liquidity, or structuring a lasting legacy, you need a plan that works as hard as you do.

How We Help:

Our team focuses on helping entrepreneurs and business owners create financial strategies that support both their company's growth and their personal financial well-being. We guide you through succession planning, liquidity events, and multi-generational wealth transfer – so you can focus on what you do best.
Your Outcome:

Clarity, confidence, and a financial structure that allows you to grow, exit, or transition on your terms – while securing your family's future.

Meet Our Team
Ari Paxinos,

CFP®

Managing Director, Private Wealth Advisor
312.696.7570
Joseph Lamberti,

CFA, CFP®, CPWA®

Managing Director, Private Wealth Advisor
312.696.7612
Christopher Bilton,

CIMA®

Managing Director, Private Wealth Advisor
312.696.2062
Dallas Fox,

CPFA®, CPWA®

Senior Vice President, Private Wealth Manager
312.696.2076
Eleni Passias
Senior Vice President, Resident Dir - Wealth Mgmt
312.269.5041
William Wright,

CRPC™

Vice President, Private Wealth Senior Relationship Manager
312.696.7683
Kevin J Trunk,

CIMA®

Assistant Vice President, Private Wealth Investment Management Specialist
312.696.7543
Margaret M Palace,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager
312.696.7555
Kelly Lynn Weible,

CRPC™

Vice President, Private Wealth Senior Business Manager
312.696.7541
Lauren Olson,

CFP®

Officer, Private Wealth Planner
312.696.2088
Lori Bourdon
Officer, Registered Senior Private Wealth Client Associate
312.696.7508
Stacey M Gattuso,

CRPC™

Officer, Registered Senior Private Wealth Client Associate
312.696.2148
Peter Paxinos,

CRPC™

Financial Advisor
312.696.2094
Samuel Marquart
Registered Private Wealth Client Associate
312.696.2135
About Private Wealth

We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.

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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
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.