Coxe Latimer Fitzgarrald Wurster Group

Private Wealth Advisors
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Henry G Latimer

Henry G Latimer,

Managing Director

Private Wealth Manager

312.325.2740
David  Fitzgarrald

David Fitzgarrald,

Managing Director

Private Wealth Manager

312.325.2741
Charles  Wurster

Charles Wurster,

Senior Vice President

Wealth Management Advisor

312.325.2744
William M. Fox

William M. Fox

Assistant Vice President

Financial Advisor

312.814.9015
Connor  Kaminski

Connor Kaminski

Assistant Vice President

Senior Financial Advisor

312.696.7571
Patrick S Kessler

Patrick S Kessler,

Vice President

Private Wealth Senior Relationship Manager

312.325.2720
Jaime  Salwierak

Jaime Salwierak,

Senior Private Wealth Client Associate

312.325.2742
Carrie  Natonek

Carrie Natonek

Senior Private Wealth Client Associate

312.325.2743
Arturo  Aupont

Arturo Aupont,

Registered Private Wealth Client Associate

312.325.2654

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Our Philosophy

Your portfolio is more than a collection of investments, it is a testament to your talents and hard work. Our team listens, actively and assertively, to grasp your purpose and intent for your capital. We craft a strategy to harness the resources of Merrill and our team for you to pursue them. And we keep at it; the more we listen, the more we can help you accomplish.

Intergenerational Family Wealth

As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps  us to see and share best practices to help you achieve them.

Women

As a woman, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges — for example, planning for the statistical probability of outliving a spouse — managing your finances means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create financial strategies specifically for their life and needs.

Entertainment Industry Professionals

As rewarding as success in the entertainment industry can be, income is often cyclical and careers can be subject to swift change. Managing your finances requires a disciplined, knowledgeable and experienced approach to help ensure you are able to live as you want, with strategies for helping manage risk and providing for your future. Merrill Private Wealth Management provides personalized, boutique-like service to a select group of successful entertainment professionals. Drawing on the extensive capabilities of a global institution, we offer financial strategies aimed at simplifying the complexities of your financial life and building the legacy you envision.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

Private Equity and Hedge Fund Principals

Your investment expertise as a hedge fund or private equity principal has likely resulted in substantial personal success. We have experience working with a select group of individuals in your industry. Drawing on our extensive capabilities and the broad resources of a global institution, we work to help you coordinate and manage your finances with the aim of simplifying the complexities of your financial life, including wealth transfer advice and guidance from Merrill and access to the banking convenience of Bank of America for your banking, lending and trust needs. We also provide access to Bank of America for your working capital needs in support of the day-to-day needs of your business.

Our Services

Working with our team, you receive expansive financial strategies and services, through the knowledge of analysts and senior wealth strategists. The ensuing financial strategy is fluid and nimble; continuing client discussions enables our team to adjust the underlying tactics to reflect changing economic conditions and client desires. Our team takes a long-term perspective on wealth preservation, recognizing the potential for client legacies to enhance the lives of successive generations of families.

Who We Serve and Our Promise to You

We work with business owners, corporate executives, both current and retired, as well as their families throughout the country. We realize that each client is unique and strive to tailor our strategies to each individual. Our approach is consultative, responsive, and customized. We get to know our clients well, discussing and discerning their personal values, family goals, and time horizons. Then, we build a detailed financial strategy from that foundation. Over time we work together, adjusting investment and estate-planning components in light of a client’s timeframe, lifestyle needs, risk tolerance, and family circumstances.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

Coxe Latimer Fitzgarrald Wurster Group

Private Wealth Advisors