Paxinos, Lamberti, Bilton & Associates
Merrill Private Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 696.7570
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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.
Paxinos, Lamberti, Bilton & Associates
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 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.

PLB & Associates were 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
Ari Paxinos
Managing Director, Private Wealth Advisor
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 “Top 250 Private Wealth Management Teams”, 2024
(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)
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.)
Show more recognition
Paxinos, Lamberti, Bilton & Associates
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
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Ari Paxinos,

CFP®

Managing Director, Private Wealth Advisor
312.696.7570
Joseph Lamberti,

CFA,CFP®,CPWA®

Managing Director, Private Wealth Advisor
312.696.7612
Christopher Bilton,

CIMA®

Managing Director, Private Wealth Advisor
312.696.2062
Dallas C Fox,

CPFA™,CPWA®

Senior Vice President, Private Wealth Manager
312.696.2076
Kevin J Trunk,

CIMA®

Assistant Vice President, Private Wealth Investment Management Specialist
312.696.7543
Margaret M Palace,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager
312.696.7555
Kelly Lynn Weible,

CRPC™

Vice President, Private Wealth Senior Business Manager
312.696.7541
Lauren Olson,

CFP®

Officer, Private Wealth Planner
312.696.2088
Lori Bourdon
Officer, Senior Private Wealth Client Associate
312.696.7508
Stacey M Gattuso,

CRPC™

Officer, Senior Private Wealth Client Associate
312.696.2148
Peter Paxinos
Financial Advisor
312.696.2094
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
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.