Wright Hudak Zabel Group

Merrill Private Wealth Management

110 N Wacker Dr
Chicago, IL 60606
(800) 764-3614
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Your journey requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.
Wright Hudak Zabel 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
David Wright
Managing Director, Private Wealth Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "FT400", 2016-2017
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Wright Hudak Zabel 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.)
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
Wright Hudak Zabel Group

Our group works with and for a select group of clients, most of whom have created wealth in a single generation. We offer guidance to a wide variety of people, including business owners, entrepreneurs, senior corporate executives and their families. We serve clients located across the country from our offices in Chicago, Illinois and Phoenix, Arizona overseeing $3.3 billion in total assets.1
Our senior partners have received a number of accolades:

  • Barron's "Top 250 Private Wealth Management Teams," 2024.2
  • Forbes "Best-in-State Wealth Management Teams," 2023 - 2024.3
  • Forbes "Best-in-State Wealth Advisors," 2018 – 2024.4
  • Barron's "Top 1,200 Financial Advisors," 2009 – 2024.5
  • Financial Times "Top 400 Advisors," 2016 – 2017.6

1As of close of business 05/21/2024.**2Barron's "Top 250 Private Wealth Management Teams" 2024.Published on May 10, 2024. Rankings based on data as of December 31, 2023.3Forbes "Best-in-State Wealth Management Teams" 2023 - 2024. Published annually in January. Rankings based on data as of March 31 of prior year.4Forbes "Best-in-State Wealth Advisors" 2018-2024. Published annually Jan – April. Rankings based on data as of June 30 of prior year.5Barron's "America's Top 1,200 Financial Advisors: State-by-State" 2014-2024 Published annually in February-March. Rankings based on data as of September 30 of prior year. Years prior to 2014, this Barron's list consisted of 1,000 advisors.6Financial Times "400 Top Financial Advisers" 2016-2017. Published annually Mar – April. Rankings based on data as of June 30 of prior year.

Meet Our Team
David Wright
Managing Director, Private Wealth Advisor
312.325.2620
Michael Hudak
Managing Director, Private Wealth Advisor
602.954.5961
Robert Zabel
Managing Director, Private Wealth Advisor
312.325.2640
Michal Wojcikowski,

CFA

Vice President, Private Wealth Senior Relationship Manager
312.325.2727
Patrick J Sweeney,

CFA, CFP®

Assistant Vice President, Private Wealth Senior Relationship Manager
312.325.2714
Kelly Bliss,

CRPC™

Private Wealth Relationship Manager
312.325.2624
Madelyn A. Smith
Registered Private Wealth Client Associate
312.325.2789
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.
Matthew Vandenack
Private Wealth Strategies Advisor
David Neumann
Senior Structured Credit Executive
Bank of America, N.A.
Michael Powers
Wealth Strategies Advisor
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.
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.