The McLaughlin Group

Merrill Lynch Wealth Management

110 N Wacker Dr
Chicago, IL 60606
(312) 696-7511
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The McLaughlin Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The McLaughlin 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, 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.

Recognition
James McLaughlin
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
The McLaughlin 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.)
About Us
Mission Statement

Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children's educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.

Meet Our Team
James McLaughlin,

CPFA™, CRPC™

Managing Director, Senior Financial Advisor
312.696.7511
Cody Kantor,

CIMA®

Wealth Management Advisor
312.814.9032
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
Margaret M Palace,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager
312.696.7555
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.
Casey L Glisson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1077099
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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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.
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.
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.