Coxe Latimer Fitzgarrald Wurster Group

Private Wealth Advisors
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We provide highly customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy 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.

Coxe Latimer Fitzgarrald Wurster Group

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

Alexander B Coxe

Alexander B Coxe,

Senior Vice President

Private Wealth Senior Consultant

312.325.2641
Henry G Latimer

Henry G Latimer,

Senior Vice President

Private Wealth Manager

312.325.2740
Donnie Fitzgarrald

Donnie Fitzgarrald,

Senior Vice President

Private Wealth Manager

312.325.2741
Patrick S Kessler

Patrick S Kessler,

Officer

Private Wealth Relationship Manager

312.325.2720
Jaime  Salwierak

Jaime Salwierak,

Senior Private Wealth Associate

312.325.2742
Carrie  Natonek

Carrie Natonek

Registered Private Wealth Associate

312.325.2743
Charlie Wurster

Charlie Wurster,

Senior Vice President

Senior Financial Advisor

312.696.2144
Connor  Kaminski

Connor Kaminski

Financial Advisor

312.325.2722
Edward Novak

Edward Novak

Client Associate

312.696.7669
Arturo  Aupont

Arturo Aupont

Private Wealth Associate

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, 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

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe that 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 sophisticated, highly customized 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 Lynch and our team for you to pursue them. And we keep at it; the more we listen, the more we can help you accomplish.

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 Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch 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 strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

Coxe Latimer Fitzgarrald Wurster Group