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The Bhatia Group

Name: The Bhatia Group
Address: 110 N Wacker Dr, Chicago, IL, 60606, US
Telephone: (312) 325-2676

Merrill Private Wealth Management

110 N Wacker Dr

Chicago, IL 60606

(312) 325-2676

Learn more about an advisor's background on

We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

The Bhatia Group

Merrill Lynch Wealth Management

WelcomeRecognitionMeet Our TeamInsightsAbout Private Wealth

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.

Videos

Four Decades of Wisdom: What My Clients Taught Me About Investing - Lesson # 1

Recognition

Raj Bhatia

Managing Director, Private Wealth Advisor

Barron's "Top 100 Financial Advisors", 2016, 2020

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "Top 1200 Financial Advisors", 2014-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Show More Recognitions

Barron's "Top 100 Financial Advisors", 2016, 2020

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "Top 1200 Financial Advisors", 2014-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Financial Times "400 Top Financial Advisers", 2016

(Published on March 30, 2016. Rankings based on data as of June 30, 2015.)

Show more recognition

Raj Bhatia

Managing Director, Private Wealth Advisor

Barron's "Top 100 Financial Advisors", 2016, 2020

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "Top 1200 Financial Advisors", 2014-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Show More Recognitions

Barron's "Top 100 Financial Advisors", 2016, 2020

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "Top 1200 Financial Advisors", 2014-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Financial Times "400 Top Financial Advisers", 2016

(Published on March 30, 2016. Rankings based on data as of June 30, 2015.)

Shen Li

Senior Vice President, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2023-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "Top 50 Private Wealth Management Teams", 2020

(Published on April 17. 2020. Rankings based on data as of December 31, 2019.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2023-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "Top 50 Private Wealth Management Teams", 2020

(Published on April 17. 2020. Rankings based on data as of December 31, 2019.)

Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023

(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)

Forbes "Top Next-Generation Wealth Advisors", 2023

(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)

Forbes "Best-in-State Wealth Management Teams", 2024

(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)

Click here to learn more about advisor recognitions

Meet Our Team

Raj Bhatia,

CIMA®

Managing Director, Private Wealth Advisor

312.325.2676

Shen Li,

CFA

Senior Vice President, Private Wealth Advisor

312.325.2763

Ariana Bhatia

Senior Vice President, Private Wealth Advisor

312.325.2723

Matthew R Gebert

Assistant Vice President, Private Wealth Relationship Manager

312.325.2657

Iain R Mirrilees,

CPWA®

Assistant Vice President, Private Wealth Relationship Manager

312.325.2736

Marcia L Schmitt

Assistant Vice President, Private Wealth Associate

312.325.2691

Jacob Rindler,

CRPC™

Assistant Vice President, Private Wealth Investment Management Specialist

312.325.2678

Clayton J Gonzalez,

CRPC™

Registered Private Wealth Client Associate

312.325.2644

Michael Taylor,

CRPC™

Officer, Registered Private Wealth Client Associate

312.325.2643

Leah Green

Registered Private Wealth Client Associate

312.325.2791

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Matthew Vandenack

Private Wealth Strategist

Brandon Tamayo

Wealth Management Banking Specialist

Merrill

Michael Powers

Wealth Strategies Advisor

Bank of America, N.A.

Insights

Charting the course: 1,000 rising-gen family members voice their top priorities

Sunset on the horizon: Get ready for transfer tax exemptions to be reduced in 2026

Pulling back the curtain: Wealthy families open up about money decisions

Artificial intelligence: The next great tech wave?

Mom and Dad, I want to start a business

Merrill is committed to helping you stay cyber secure

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.