The Sterner Group

Merrill Lynch Wealth Management
10 N Martingale Rd
Schaumburg, IL 60173
(847) 605-4440
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The Sterner Group 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 Sterner Group
Merrill Lynch Wealth Management
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.

Videos
Financial Planning with Merrill Personal Wealth Analysis® (PWA)
Recognition
David Sterner
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Meet Our Team
David Sterner,

CIMA®

Senior Vice President, Wealth Management Advisor
847.605.4480
Marta Soltys
Assistant Vice President, Wealth Management Associate
847.605.4440
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.
Lyn Shepard
Wealth Management Banking Specialist
Nicholas A. Beilfuss
Wealth Strategies Advisor
Jeff Rezza
Investment Solutions Group Portfolio Strategist
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.