Kunze & Associates

Merrill Private Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 325-2753
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Focused on your unique needs, Kunze & Associates offers a breadth of talent and resources that includes The Duckworth Haggerty Group.
Kunze & Associates
Merrill Lynch Wealth Management
Welcome

image Kunze & Associates welcomes you to experience Private Wealth Management at Merrill.  Focused on your unique needs, we offer a breadth of talent that addresses the complexities of intergenerational wealth, business owner transitions, and families who require special care coordination. As Private Wealth Advisors, business owners, and a married couple, Jennifer and I connect in a unique way with those we advise, especially business owning families.  Our experienced, highly credentialed, multi-generational teams work well with founders, key business executives, the Next Generation, and extended family members.  Together, we offer the extensive resources of a global financial leader with the dedication and feel of a family business.  We welcome you to establish a relationship with us, where Family, Stewardship, and Wise Decisions represent our core values.

Recognition
Joseph Kunze
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Kunze & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Our Approach
Our Value Promise

Fewer Clients, Deeper Relationships You can expect to receive the extra time and attention it takes to know and serve you well. Connecting with each generation of your family through tailored advice and education promotes your well-being. Our team offers decades of experience navigating the complexities of generational wealth and family dynamics to address your unique requirements.

Wealth Management That Expresses Your Values
Good stewardship is a lifelong process that aligns your personal values with your wealth. You can rely on professional guidance that aligns your values with your investments and other key areas of your financial life, including de-risking your personal balance sheet, estate and charitable strategies planning, and pursuing the full potential and value of your business.

Collaboration with Rigorously Trained Advisors for Clarity
Sustaining wealth over generations is not likely to succeed if left to chance. Close collaboration with our highly credentialed team (CFA, CFP professionals, CEPA, CPWA, CRPC designations) - networked with a wide range of trusted experts and industry leaders within Merrill and Bank of America – fosters wise decision making and clarity on next steps. Access to leading technology, Merrill's Center for Family Wealth, and a team you can trust provides the insights, skills, and confidence to help you succeed.

Meet Our Team
Joseph Kunze,

CFA,CFP®,CPWA®

Managing Director, Private Wealth Advisor
312.325.2753
Kimberly A Gill
Assistant Vice President, Private Wealth Associate
312.325.2649
Melanie Anthony,

CEPA®,CFP®

Private Wealth Investment Management Specialist
312.325.2746
Ashley Carlson
Registered Private Wealth Client Associate
312.325.2650
Jennifer Haggerty
Managing Director, Private Wealth Advisor
412.338.5266
Michael Duckworth
Managing Director, Private Wealth Advisor
412.338.5264
Helen Sims Duerr,

CAP®,CFP®

Senior Vice President, Private Wealth Advisor
412.338.5271
Chris Lattimore,

CFP®

Senior Vice President, Private Wealth Advisor
412.338.5267
Ashley Ek,

CFP®

Private Wealth Relationship Manager
412.338.5279
Kristen Davis,

CIMA®

Vice President, Private Wealth Senior Investment Manager
412.338.5263
Brad Chiesa
Senior Vice President, Private Wealth Manager
412.338.5276
Jennifer Wanchisn,

ChSNC®,CFP®

Vice President, Private Wealth Senior Relationship Manager
412.338.5272
Frances Aboushousha,

CFP®

Private Wealth Relationship Manager
412.338.5270
Justin Lloyd,

CFP®,CIMA®

Vice President, Private Wealth Senior Investment Manager
412.338.5269
Tracy C. Solan
Registered Private Wealth Client Associate
412.338.5262
Natalie Laux
Assistant Vice President, Private Wealth Associate
412.338.5278
Carlos A Youssef
Assistant Vice President, Registered Private Wealth Client Associate
412.338.5265
Jay D. Palamides
Officer, Registered Private Wealth Client Associate
412.338.5268
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.
Kristen S Busciglio
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #559834
Paul Pellegrini
Wealth Management Banking Specialist
Matthew Vandenack
Private Wealth Strategist
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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 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.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.