Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I am a co-founder and leader of the Baldwin Marcovici Group within Merrill Private Wealth Management. Located in Chicago, my team and I provide tailored strategies designed for building and preserving a family’s wealth. We work with ultra-high-net-worth clients who have distinctive opportunities and complex needs; many are entrepreneurs, business owners, senior executives, and affluent families.
We begin our client relationships by assessing the personal priorities, circumstances, investment personalities, and goals that are unique to each client. We then focus on the client’s income and lifestyle objectives as the anchor of our approach. By focusing on this parameter first, we develop a nimble wealth management strategy that allows a client to pursue his or her goals in varied economic environments. We recognize that wealth management encompasses more than investment management. Our team looks to help clients advance their wealth strategy on multiple fronts: trust and estate planning strategies, customized credit and lending through Bank of America, philanthropy, inter-generational education, and access to family office services. We also work with clients’ external tax and legal advisors, coordinating cohesive action that reflects the priorities and preferences of each client.
I began my wealth management career in 1989 at Merrill. My longevity with the Firm allows me to harness its extensive offerings, bringing the broad capabilities to clients in a manner that is personal, tailored, and immediate. I have a significant network of specialists within the Firm, catering to the exacting needs of Private Wealth Management clients. Within my own team, I oversee the outreach and offerings of the team, with special emphasis on its equity and dividend strategies. My partner, Michael Marcovici, and I have worked together since 1993. Our team prides itself on long-term client relationships that are grounded in personalization, coordination, and extraordinary service.
I am currently an active board member of the Right Angle Foundation and served as President of the Board from 2011-2013. In 2014 I received honors as a finalist for the Invest in Others Community Leadership award for my efforts with the organization. I was named to the 2015 Financial Times “Top 400 Financial Advisors” list, as published in the March 25, 2015 edition of the Financial Times.
*Banking products and services provided by Bank of America. N.A.
**Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2015). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six
primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
California Polytechnic State University
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.