LPF & Associates

Merrill Lynch Wealth Management

1033 Skokie Boulevard
Suite 500
Northbrook, IL 60062
(847) 564-7254
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LPF & 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.
LPF & Associates
Merrill Lynch Wealth Management
Welcome

The team’s broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.

Recognition
Matthew Pfister
Senior Vice President, Wealth Management 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
LPF & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Approach

No two investment approaches are alike because no two investors are alike. Working closely with you the team examines key components of your life plan to help you create a financial strategy with personalized advice and measurable goals. The team helps you track progress to your goals and works with you to adjust your investment style and strategy over time, as needed.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Carla J Lang
Senior Vice President, Senior Consultant
847.564.7306
Matthew Pfister,

CEPA®, CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
847.564.7254
Jeffrey Fitzgerald,

CPFA™

First Vice President, Senior Financial Advisor
847.564.7235
Giorgio V. Sanfratello
Wealth Management Client Associate
847.564.7310
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
David Neumann
Senior Structured Credit Executive
Bank of America, N.A.
Thomas Ferraro
Wealth Management Banking Specialist
Merrill
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.