The Whitley Colón Group
About Us
At Merrill Oak Brook, our team is built on a foundation of experience, integrity, and a shared commitment to helping clients achieve their financial goals. Led by Joel Whitley, Senior Vice President and Wealth Management Advisor, and Cris Colón , Assistant Vice President, Wealth Management Advisor and Senior Portfolio Advisor, we bring together decades of combined expertise in investment consulting, financial planning, and client-focused service.
Joel Whitley has over 17 years of experience in the financial services industry, with a deep understanding of wealth management strategies tailored to individuals, families, and business owners. His approach centers on building long-term relationships and crafting personalized financial plans that adapt to life’s changes. Joel is known for his thoughtful guidance, community involvement, and dedication to helping clients pursue their goals with confidence.
Cris Colón brings a distinctive blend of financial insight and public service to his role as a Wealth Management Advisor. With the Certified Investment Management Analyst® (CIMA®) designation and fluency in Spanish, Cris works with a diverse range of clients, including corporations and self-employed individuals, helping them pursue their financial goals through thoughtful planning and personalized strategies.
His background in emergency services—as a volunteer Firefighter EMT—shapes his approach with empathy, discipline, and a deep commitment to service. Cris is passionate about financial literacy and mentoring, and he actively engages with the Chicagoland community to promote education and empowerment. His dedication to building lasting relationships and delivering meaningful guidance makes him a trusted resource for those seeking clarity and confidence in their financial lives.
Together, Joel and Cris offer a collaborative and client-centric experience, backed by the resources of Merrill and the banking capabilities of Bank of America. Whether you're planning for retirement, managing a business, or building generational wealth, our team is here to guide you every step of the way.
At Merrill in Oak Brook, IL, our team is built on a foundation of trust, experience, and a shared commitment to helping clients achieve their financial goals. Together, Joel Whitley and Cris Colon bring a dynamic blend of seasoned expertise and personalized service to individuals, families, and business owners across the Chicagoland area.
Joel Whitley, Senior Vice President and Wealth Management Advisor, has over 17 years of experience in the financial services industry. He focuses on developing personalized financial strategies that adapt to changing market conditions and life stages. Joel is known for his thoughtful, client-first approach and his dedication to community involvement, reflecting Merrill's tradition of service and integrity.
Cris Colon, Assistant Vice President and Senior Portfolio Advisor, brings a unique perspective shaped by his background in emergency services and his passion for financial literacy. A Certified Investment Management Analyst® (CIMA®) professional fluent in Spanish, Cris works closely with corporations and self-employed individuals to deliver comprehensive wealth management solutions. His commitment to mentoring and community service—including his role as a volunteer Firefighter EMT—underscores his belief in service beyond finance.
Together, Joel and Cris offer a collaborative, bilingual advisory experience backed by the full resources of Merrill and Bank of America. Whether you're planning for retirement, managing a business, or building generational wealth, our team is here to guide you with clarity, compassion, and confidence.
Bank of America Private Bank and Merrill will be hosting a live event on October 24 at 1 pm, entitled "Tour of the Bank of America Corporate Art Collection". Drew Watson, Head of Art Services,...
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.
