The Leali Team

Merrill Lynch Wealth Management

230 S.W. Adams Street
Peoria, IL 61602
(800) 747-6453
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The Leali Team 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.
The Leali Team
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Katrina Leali
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Working Mother's "Top Wealth Advisor Moms", 2019
(Published on October 3, 2019. Rankings based on data as of Mar 31, 2019.)
Forbes "America's Top Women Wealth Advisors", 2020
(Published on April 21, 2020. Rankings based on data as of Sept 30, 2019.)
Forbes "America's Top Next-Generation Wealth Advisors", 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Working Mother "Top Wealth Adviser Moms", 2020-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "Best-in-State Women Wealth Advisors Ranking", 2022
(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America’s Top Women Wealth Advisors", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
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
Michael Leali,

CPWA®, CRPC™

Managing Director, Wealth Management Advisor
309.671.0791
Katrina Leali,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
309.671.0496
Dominick Leali,

CFA

Senior Vice President, Senior Financial Advisor
309.671.0497
Tamara L Thompson
Assistant Vice President, Wealth Management Associate
309.671.0780
Jennifer L Gulley
Assistant Vice President, Wealth Management Associate
309.671.0794
Mary Jo Moehlenhof
Registered Wealth Management Client Associate
309.671.0477
Kory V Barlow,

CRPC™

Wealth Management Specialist
309.671.0823
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.