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As your advisors, we stand ready to work with you in drawing on the full resources of Bank of America Corporation and its affiliates to assist your institution in fulfilling its fiduciary responsibilities.
Benjamin E Gottlieb, C(k)P®, CPFA®
10 N Martingale Rd
Schaumburg IL 60173
(847) 605.4442
(847) 605.4442
Learn more about an advisor's background on
As your advisors, we stand ready to work with you in drawing on the full resources of Bank of America Corporation and its affiliates to assist your institution in fulfilling its fiduciary responsibilities.
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
Benjamin Gottlieb
Senior Vice President, Senior Financial Advisor
Financial Times "Top 401 Retirement Plan Advisers", 2020
(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)
Forbes "Best-in-State Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
Show More Recognitions
Financial Times "Top 401 Retirement Plan Advisers", 2020
(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)
Forbes "Best-in-State Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
Benjamin E Gottlieb, C(k)P®, CPFA®
Forbes "Best-in-State Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
Financial Times "Top 401 Retirement Plan Advisors", 2020
(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
About Us
Mission
mission is simple: to help institutional investors pursue their goals through insightful investment guidance and thoughtful management of their financial assets.
Meet Our Team
Benjamin Gottlieb,
C(k)P®, CPFA®
Senior Vice President, Senior Financial Advisor
847.605.4442
847.605.4442
Scott Dahl,
CEPA®, CFP®, CRPC™
Senior Vice President, Wealth Management Advisor
847.605.4427
847.605.4427
Robert Churchill,
CPFA®, CRPC™, CRPS™
First Vice President, Senior Financial Advisor
847.605.4435
847.605.4435
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.
Theodore D. DeGaetano
Employee Benefits Specialist
Bank of America, N.A.
Jermaine Gomes
Retirement Specialist
Bank of America, N.A.
Jeff Rezza
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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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.
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.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.