Armstrong & Associates
Merrill Lynch Wealth Management
1921 St Johns
Highland Park, IL 60035
(847) 780.0518
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Armstrong & Associates 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.
Armstrong & 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 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.

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Preparing for Retirement
Recognition
Armstrong & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Meet Our Team
James Armstrong,

CFP®,CPFA™

Senior Vice President, Wealth Management Advisor
847.780.0512
Richard W Knier,

CRPC™

Vice President, Senior Consultant
847.564.7118
Andrew Chusid,

CFP®,CPFA™

Assistant Vice President, Wealth Management Advisor
847.780.0523
Adam Warkenthien,

CAIA®,CFP®,CIMA®

Financial Advisor
847.780.0526
Svitlana Katsnelson
Assistant Vice President, Wealth Management Associate
847.780.0518
Marija Radanovic
Wealth Management Client Associate
847.780.0527
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.
Marcy O'Brien
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #559813
Maggie Sobczyk
Wealth Management Banking Specialist
Nicholas A. Beilfuss
Wealth Strategies Advisor
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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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.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
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.