The Anderson Group

Merrill Lynch Wealth Management
3333 Warrenville Road
Lisle, IL 60532
(630) 505-3427
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Anderson Group
Merrill Lynch Wealth Management
Welcome

At The Anderson Group, we have a proud story that revolves around the distinct level of acumen and attention we deliver to our clients. In addition to serving professionals, business owners, executives and other hardworking people, we have earned the trust of endowments and foundations.

We are proud to have helped our clients manage their money and emotions amid the market volatility of 1987, 2000, 2008, 2020 and 2022. Then and now, we focus on individualized wealth strategies designed to help manage investment risk and preserve and growth wealth.

To assure a high level of attention, we manage the number of households we serve and offer a proactive and highly personal service model.

When it comes to investments, we customize each client’s strategy to reflects their comfort with risk, need for liquidity, investment timeline and, especially, their heartfelt goals. We are also mindful of tax minimization strategies throughout the year.

Finally, as a multi-generational team, we bring a diverse set of experience, knowledge and continuity to our client relationships. In many cases, the families we serve span multiple generations.

Meet Our Team
Bruce Anderson,

CPFA™

Senior Vice President, Wealth Management Advisor
630.505.3427
Charles Schoenjohn,

CFP®,CPFA™

Senior Vice President, Senior Financial Advisor
630.505.3393
Carl Anderson,

CFP®,CPFA™

Financial Advisor
630.505.3425
Kim Clark
Assistant Vice President, Wealth Management Associate
630.505.3408
Erin Anderson
Officer, Registered Wealth Management Client Associate
630.505.3423
Mallory Price
Wealth Management Client Associate
630.505.3435
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.
Nicholas A. Beilfuss
Wealth Strategies Advisor
Lyn Shepard
Wealth Management Banking Specialist
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.