The Wilson Group

Merrill Lynch Wealth Management
1033 Skokie Boulevard
Suite 500
Northbrook, IL 60062
(847) 291-4843
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Welcome to the Wilson Group. We are three generations of Merrill financial advisors with one mission: to be our client's first and only call for all things financial and to help you achieve your goals by understanding your priorities.
The Wilson Group
Merrill Lynch Wealth Management
Welcome

Every client wants to feel like they are important and valued by their financial advisors.

Every client needs to know that they are supported by Merrill's research and service.

Every client must have access to intelligent, honest and unbiased advice on life’s most important decisions.

Our mission is to help you achieve your goals by understanding your priorities. Because every client deserves our very best.

Recognition
Thomas Wilson
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Show more recognition
Wilson, Weiner & 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
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Thomas Wilson
Senior Vice President, Senior Financial Advisor
847.291.4843
Joshua Moorman
Assistant Vice President, Financial Advisor
847.582.7831
Jonathan Chung
Financial Advisor
847.291.5063
Jolene Bateman
Registered Wealth Management Client Associate
847.291.3743
Joann Allison
Registered Senior Wealth Management Client Associate
847.291.3732
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.
Anna Prokopenko
Wealth Management Banking Specialist
Merrill
Marcy O'Brien
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #559813
Nicholas A. Beilfuss
Wealth Strategies Advisor
Bank of America, N.A.
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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