The Wilson Group

Who We Serve

### ++**Retirees and Pre\-Retirees**++ Helping clients transition from accumulating wealth to generating reliable retirement income. ### **++Corporate Professionals++** Guidance for executives and professionals navigating stock compensation, retirement plans, and concentrated wealth. ### **++Business Owners++** Helping entrepreneurs prepare for succession planning, liquidity events, and retirement. ### **++Multi\-Generational Families++** Coordinating wealth transfer, estate planning, and family legacy conversations. ### **++Widows and Life Transition Planning++** Providing guidance and support through major financial transitions.

Why Families Choose The Wilson Group

### **++Experience++** Tom Wilson brings more than 40 years of financial services experience and has guided clients through multiple market cycles, recessions, recoveries, and life transitions. ### **++Customized Portfolio Management++** As a Senior Portfolio Manager, Tom has extensive experience managing personalized investment strategies tailored to each client's unique objectives. ### **++Planning\-Driven Advice++** Investment management is only one component of our process. We integrate retirement planning, tax considerations, estate strategies, risk management, and wealth transfer planning into every client relationship. ### **++Multi\-Generational Relationships++** We work with entire families, helping clients prepare the next generation to be responsible stewards of wealth. ### **++The Merrill Advantage++** Clients benefit from Merrill's global research capabilities and Bank of America's banking, lending, trust, and wealth planning resources.

Our Commitment to You

Every client has a unique story, set of goals, and vision for the future. That's why we take the time to understand what matters most to you before making recommendations. Our role is to provide thoughtful guidance, personalized strategies, and ongoing support through every stage of life. We frequently help clients with: * **Retirement planning and income strategies** * **Investment management and portfolio construction** * **Estate and legacy planning** * **Multi\-generational wealth transfer** * **Major life transitions** * **Business succession planning** * **Tax\-efficient wealth strategies** * **Charitable giving and philanthropic planning** Our goal is simple: to help you make informed financial decisions with confidence while keeping your family, values, and long\-term objectives at the center of every conversation.

Giving Back to Our Community

At The Wilson Group, we believe strong communities are built through service and meaningful connections. Our team regularly participates in volunteer opportunities and community\-focused initiatives throughout the year. Most recently, members of our team volunteered with the Northern Illinois Food Bank, helping support efforts to provide food assistance to individuals and families throughout our local community.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition