The Bhatia Group

Merrill Private Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 325-2676
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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
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.)
Financial Times "400 Top Financial Advisers", 2016
(Published on March 30, 2016. Rankings based on data as of June 30, 2015.)
Show more recognition
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 Manager
312.325.2723
Matthew R Gebert
Assistant Vice President, Private Wealth Relationship Manager
312.325.2657
Iain R Mirrilees,

CAIA®,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 Lynch 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
Michael Powers
Wealth Strategies Advisor
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.

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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
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.
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.