Rathi Private Wealth Management Group

Merrill Private Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 325-2776
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You face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources and customized financial strategies to help simplify your life so you can spend more time pursuing what matters most to you.
Rathi Private Wealth Management Group
Merrill Lynch Wealth Management

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 I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Rathi Private Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Our Approach
Rathi Private Wealth Group

Located in Chicago, we are a private wealth management team that provides highly customized and coordinated financial strategies to ultra-affluent clients. We work with a select group of accomplished individuals and families who have complex needs. The clients we serve are busy and engaged individuals with a number of competing responsibilities: personal, professional, and philanthropic. We unify and streamline concurrent priorities, designing initiatives that seek to advance multiple goals.

In an era in which a "holistic approach" is too often trumpeted as an achievement, we view cohesion, integration, and coordination as the very baseline of our approach. Our goal is straightforward: we seek to provide ease and simplicity in whatever financial matters are important to the clients we serve.

Meet Our Team
Rajeev Rathi
Managing Director, Private Wealth Advisor
Dean Turner,


Vice President, Private Wealth Manager
Stacey L Specht
Officer, Senior Private Wealth Client Associate
John Clayton Bowers,


Officer, Private Wealth Investment Management Specialist
Patrick C. Gawne
Private Wealth Client Associate
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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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.