THE HLA GROUP

Merrill Private Wealth Management

110 N Wacker Dr
Chicago, IL 60606
(312) 696-2141
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The HLA Group focuses on managing the financial affairs of affluent multi-generational families, corporate executives and business owners. Our mission is to simplify life for you and your family by serving as the central point of contact for all of your financial needs. We welcome the opportunity to serve as your trusted advisor through life’s transitions.
THE HLA 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
Steven Lopez
Managing Director, Private Wealth Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2024
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2019, 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
THE HLA GROUP Lopez, Fister, Salazar, Vito
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
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
Steven Lopez,

CPWA®

Managing Director, Private Wealth Advisor
312.696.2136
Justin Fister,

CFP®, CIMA®

Senior Vice President, Wealth Management Advisor
312.696.2138
Anthony Salazar,

CEPA®, CFP®, CPWA®

Senior Vice President, Wealth Management Advisor
312.696.7505
Anthony Vito
First Vice President, Senior Financial Advisor
312.696.7634
Dominic Lopez,

CEPA®, CFP®

Vice President, Wealth Management Advisor
312.696.2137
Robert Hamman
Senior Vice President, Private Wealth Manager
312.904.7621
Michael Riordan
Financial Advisor
312.814.9035
Michail Gournis,

CIMA®

Vice President, Financial Advisor
312.696.2092
Luis D. Revuelta,

CRPC™

Relationship Manager
312.696.2139
Juana Guzman-Almaraz
Officer, Private Wealth Client Associate
312.696.2142
Christina Campagna
Officer, Wealth Management Client Associate
312.696.7532
Caroline M. Chaps
Officer, Senior Private Wealth Client Associate
312.696.7683
Catherine Callaghan,

CPWA®

Registered Private Wealth Client Associate
312.696.7649
Allison Driscoll
Registered Wealth Management Client Associate
312.696.7604
Lynn Nagle
Private Wealth Client Associate
312.696.2105
Ihsan H Rashid
Vice President, Private Wealth Senior Business Manager
312.696.7526
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.
Kurt Lorenzen
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #228680
Brandon Tamayo
Wealth Management Banking Specialist
Merrill
Nathaniel Scott Jones
Wealth Management Banking Specialist
Merrill
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 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.
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.