The CKWM Group Team Photo
The CKWM Group
Merrill Private Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 325.2786
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As a Private Wealth Management team, we are focused on serving a limited number of clients, so we can deliver the attention and solutions you need and deserve. We offer guided access to the vast resources available through Merrill and Bank of America. And we have experience working with clients like you and specialized training to help address the complexities of an evolving world.
The CKWM Group
Merrill Lynch Wealth Management
Welcome

As a Private Wealth Management team, we are focused on serving a limited number of clients, so we can deliver the attention and strategies you need and deserve. We offer guided access to the vast resources available through Merrill and Bank of America. And we have experience working with clients like you and specialized training to help address the complexities of an evolving world.

The CKWM Group was recognized on the 2024 Barron’s “Top 250 Private Wealth Management Teams” list, published on May 10, 2024. Rankings based on data as of December 31, 2023.*

Recognition
F Michael Covey
Managing Director, Private Wealth Advisor
Barron’s “Top 250 Private Wealth Management Teams”, 2024
(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2017, 2023-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Financial Times "FT400", 2014
(Published on March 25, 2014. Rankings based on data as of June 30, 2013.)
Barron's "Top 1,000 Advisors State by State", 2012-2013
(Published annually in February. Rankings based on data as of September 30 of prior year.)
Show more recognition
The CKWM Group Team Photo
The CKWM Group
Barron’s “Top 250 Private Wealth Management Teams”, 2024
(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
F Michael Covey
Managing Director, Private Wealth Advisor
312.325.2786
Thomas Kane
Managing Director, Private Wealth Advisor
312.325.2785
Mark Wiktor
Managing Director, Private Wealth Advisor
312.325.2788
Jack Mullen
Senior Vice President, Private Wealth Advisor
312.325.2782
Joanne M Kinniard,

CFP®

Vice President, Senior Private Wealth Planner
312.325.2787
Alexandra M Didac,

CEPA®,CPWA®,CRPC™

Director, Senior Private Wealth Planner
312.325.2604
Jerry Paradis,

CRPC™

Vice President, Private Wealth Senior Relationship Manager
312.325.2715
Michael R Westfall,

CRPC™

Vice President, Private Wealth Senior Investment Manager
312.325.2692
Taylor Ann McVey,

CRPC™

Private Wealth Relationship Manager
312.325.2699
Kostantinos R Kapetanos
Wealth Management Specialist
312.325.2659
Joshua David Kraft
Assistant Vice President, Private Wealth Client Associate
312.325.2611
Ioana Vartolomei
Private Wealth Client Associate
312.325.2707
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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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.
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.
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.