Lake Forest,IL

Merrill Lynch Wealth Management Office
780 N Western Ave
Lake Forest, IL 60045
847.582.7888
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Welcome to the Lake Forest,IL branch. Our financial advisors work within a customizable, strategic planning system that begins with the belief that each client is unique, and that our disciplined wealth management strategies need to reflect each client’s individual objectives, no matter how large or small.
About the Branch
About Us

The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

Advisors at This Location
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Merrill Lynch Wealth Management
847.582.7818
Merrill Lynch Wealth Management
847.780.0507
Merrill Lynch Wealth Management
847.564.7155
Financial Advisor
847.582.7816
Merrill Financial Solutions Advisor
847.582.7820
Senior Vice President, Senior Financial Advisor
847.582.7811
Merrill Financial Solutions Advisor
847.582.7837
Officer, Merrill Financial Solutions Advisor
847.582.7810
Senior Vice President, Senior Financial Advisor
847.582.7823
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At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
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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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ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
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.
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.