The Gardner Sullivan Group
Merrill Private Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 325.2765
Learn more about an advisor's background on
The Gardner Sullivan Group's commitment is to Organize, Educate, Advise, and Execute on all financial matters, allowing our clients to grow their wealth, maintain purchasing power and efficiently transfer their estate to heirs or charity.
The Gardner Sullivan 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, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
The Gardner Sullivan 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.)
Our Approach
  • The group's senior partners, Chris Gardner and Bill Sullivan have a combined 55+years in domestic and international financial services across Big Eight public accounting, private equity, bulge bracket investment banking including fixed income trading & sales and portfolio management.
  • Previous employers include Arthur Andersen, Morgan Stanley, ABN AMRO, and Credit Suisse.
  • Our client focus includes participants in liquidity events such as the sale of a business, equity options monetization, complex estate transfers, performance earnouts, and concentrated public equity monetizations.
  • We manage liquid client assets internally in a fully customized tax-efficient manner.
  • Our clients further benefit from customized credit solutions for art, real estate, classic car, aircraft, and marine acquisition along with unsecured credit lines.
  • We deliver the resources and expertise of the entire enterprise, including Bank of America, Merrill, and the Private Bank (formerly U.S. Trust Company).
  • Our client base is geographically dispersed, from New England to Rancho Santa Fe, Seattle to Naples, and across the mid-west.
Meet Our Team
Christopher Gardner
Senior Vice President, Private Wealth Manager
312.325.2765
William Sullivan
Senior Vice President, Private Wealth Advisor
615.747.5723
Elizabeth Schwartz,

CFP®

Private Wealth Advisor
615.747.5704
Jennifer M Bruckner,

CIMA®

Assistant Vice President, Private Wealth Investment Management Specialist
312.325.2766
Justin Mensah,

CRPC™

Registered Private Wealth Client Associate
312.325.2767
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.
Merrill Lynch Logo
Matthew Vandenack
Wealth Strategist
Merrill
Merrill Lynch Logo
Michael Powers
Wealth Strategist
Merrill
Merrill Lynch Logo
Matthew Wesley
Wealth Strategist
Merrill
Expand to see all specialists
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
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.