Bank of America Coronavirus Resource Center See details

The HLA Group

Private Wealth Advisors
Learn more about an advisor's background on
FINRA's BrokerCheck

The HLA Group focuses on managing the financial affairs of affluent multi-generational families, corporate executives and business owners.

Our mission is to simplify life for you and your family by serving as the central point of contact for all of your financial needs.

We welcome the opportunity to serve as your trusted advisor through life’s transitions such as a job change, the financing or sale of a home or business, retirement, divorce or loss of a loved one.

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.

Steven C. Lopez

Steven C. Lopez,

Managing Director

Private Wealth Manager

312.696.2136
Justin R. Fister

Justin R. Fister,

Senior Vice President

Private Wealth Manager

312.696.2138
Anthony J. Salazar

Anthony J. Salazar,

Senior Vice President

Wealth Management Advisor

312.696.7505
Anthony V. Vito

Anthony V. Vito

Vice President

Senior Financial Advisor

312.696.7634
Sameer  Sait

Sameer Sait

Vice President

Financial Advisor

312.696.2119
Dominic T. Lopez

Dominic T. Lopez,

Vice President

Senior Financial Advisor

312.696.2137
Michael  Riordan

Michael Riordan

Financial Advisor

312.814.9035
Carol J. Herlache

Carol J. Herlache,

Senior Vice President

Senior Consultant

312.696.2135
Robert G Mache

Robert G Mache

First Vice President

Senior Consultant

312.696.2153
Caroline M. Chaps

Caroline M. Chaps

Senior Private Wealth Associate

312.696.7683
Juana  Guzman-Almaraz

Juana Guzman-Almaraz

Private Wealth Associate

312.696.2142
Christina  Wellman

Christina Wellman

Client Associate

312.696.7532
Luis D. Revuelta

Luis D. Revuelta,

Registered Client Associate

312.696.2139
Catherine  Callaghan

Catherine Callaghan

Private Wealth Associate

312.696.7649

Additional Resources

Erica Chan

Erica Chan

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #444317

Kurt Lorenzen

Kurt Lorenzen

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #228680

Tyler M Smith

Tyler M Smith

Wealth Management Banking Specialist

Merrill Lynch

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Steven C. Lopez

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Justin R. Fister

Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2018 and 2020

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

Anthony J. Salazar

Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017, 2018, and 2020

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

Solutions 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

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of 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, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill 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.

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. Worried about managing 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? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

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.

The HLA Group

Private Wealth Advisors