Paxinos, Lamberti, Bilton & Associates

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.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Ari P Paxinos

Ari P Paxinos,

Managing Director

Private Wealth Advisor

312.696.7570
Joseph W Lamberti

Joseph W Lamberti,

Managing Director

Private Wealth Advisor

312.696.7612
Christopher D Bilton

Christopher D Bilton,

Managing Director

Private Wealth Advisor

312.696.2062
Dallas C Fox

Dallas C Fox

Senior Vice President

Wealth Management Advisor

312.696.2076
James T McLaughlin

James T McLaughlin,

Senior Vice President

Senior Financial Advisor

312.696.7511
Kevin J Trunk

Kevin J Trunk,

Analyst Investments

312.696.7543
Margaret M Sheppard

Margaret M Sheppard,

Private Wealth Analyst Business Management

312.696.7555
Lori  Bourdon

Lori Bourdon

Registered Senior Client Associate

312.696.7508
Stacey M Gattuso

Stacey M Gattuso,

Registered Senior Client Associate

312.696.2148
Heather  Sharp

Heather Sharp

Registered Client Associate

312.696.7541
Larry Jay Schwartz, SPL Group

Larry Jay Schwartz, SPL Group

First Vice President

Senior Consultant

312.696.2072
Nicholas  Lamb

Nicholas Lamb,

Financial Advisor

312.696.7539
Lance "Putter" Johnson

Lance "Putter" Johnson

Financial Advisor

216.363.4743
Patrick F. Gaffney

Patrick F. Gaffney,

Registered Client Associate

312.696.7538

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

Our Commitment

Paxinos, Lamberti, Bilton & Associates is committed to helping clients pursue their goals effectively and efficiently. We serve a limited clientele by design so that we can devote significant time and resources to every relationship. Our advisors possess skills and knowledge that they combine to develop and implement complex wealth management strategies tailored to clients' individual objectives and desires.

We seek to foster long-lasting relationships that span multiple generations. We view every client interaction as an opportunity to listen, learn and earn your trust. Each client is different, and our team structure enables us to accommodate your preferences and provide the highest level of communication and service.

Wealth presents both opportunities and challenges. Through our cohesive team structure and process, we can help simplify your life so that you can focus on the things that are most important to you and your family while pursuing a lifestyle that you have worked hard to achieve—for your generation and beyond.

Helping You Move Toward Your Goals

With more than 58 years of combined experience, the Paxinos, Lamberti, Bilton &Associates team members are well equipped to assist with a broad spectrum of complex wealth management needs. We work with affluent individuals and families, business owners, financial professionals and professional athletes, whose needs include managing risk in the present and preserving and growing their wealth for themselves and future generations.



A particular strength of the team is our experience in helping individuals and families navigate around a concentrated wealth position—such as a private business, a concentrated stock position or a significant income or cash event—to create a diversified and risk-managed portfolio that prioritizes income and financial stability. Combining the intensely attentive advisor team service with the sophisticated capabilities and resources of a global investment firm, we seek to help clients pursue their dreams through personalized service, knowledgeable advice and guidance and disciplined investment management based on an in depth understanding of their personal priorities and financial position.

Understanding Clients’ Unique Needs

Affluent Individuals and Families

We understand the demands and responsibilities of significant wealth. We can help you build, preserve and transfer your wealth, prepare for a major liquidity event or cash flow needs, and create a legacy by determining and helping you pursue your philanthropic goals. We can also provide retirement income planning services and develop wealth transfer strategies for corporate executives holding concentrated stock positions.


Business Owners

Closely held businesses can raise myriad emotional and financial issues. We can help you coordinate your business finances and personal wealth through cash and liability management and lending strategies available through Bank of America, retirement plan services, business succession and estate planning services, gifting strategies and customized insurance strategies. Additionally, in collaboration with Merrill Lynch's private equity and investment banking specialists, we can help you explore business succession opportunities, which may include potentially selling or merging your business.


Financial Professionals

Through our extensive experience working with traders, private equity partners, hedge fund managers and investment bankers, we know that financial professionals' salaries and bonuses can vary tremendously from year to year. To help you work toward a more secure financial future, we can offer balance-sheet and risk-management strategies designed to help preserve your wealth and counterbalance earnings volatility.


Sports Professionals

Professional athletes may achieve glory on the field or ice, but they also face special challenges in transforming a successful career into an independent retirement. We have strategies to help address the issues arising at each stage of your career, allowing you to focus on your profession. We strive to bring the same dedication and discipline to our work with you that you do to your sports career.

Strategies for Institutions

Working closely with specialists in the Bank of America Merrill Lynch Global Institutional Consulting Group, we can provide public and private foundations, endowments, not-for-profit organizations, qualified and nonqualified retirement plans and insurance companies with access to a broad spectrum of capabilities, including investment consulting and philanthropic and nonprofit management, to help them pursue their mission and fulfill their oversight and governance responsibilities. Among the services available to clients are:

  • Investment policy statement development and review
  • Asset allocation modeling
  • Assistance with selecting investment managers, including alternative investment managers when apropriate, and manager due diligence
  • Portfolio construction and tactical investing
  • Regular portfolio reviews
  • Board member education on such topics as the relationship between risk and return and portfolio construction

 

At the core of our service to organizations is a systematic and disciplined investment process that enables us to identify your objectives, respond to your changing needs and develop customized strategies designed to help you pursue your long-term goals.


Some, or all, alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNERTM in the U.S.
Investments &Wealth Institute™ (The Institute) is the owner of the certification marks CIMA and Certified Investment Management Analyst. Use of CIMA or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants.
Chartered Financial Analyst and CFA are registered trademarks of the CFA Institute.
Chtered Retirement Planning CounselorSM and CRPC are registered service marks of the College for Financial Planning.
Asset allocation does not ensure a profit or protect against loss in declining markets.
Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Institutional Investments & Philanthropic Solutions (Philanthropic Solutions) is part of U.S. Trust, Bank of America Corporation (“U.S. Trust”). U.S. Trust operates through Bank of America, N.A., member FDIC, and other subsidiaries of BofA Corp. For both GIC and Philanthropic Solutions, banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A. Both brokerage and investment advisory services are provided by Merrill Lynch, Pierce, Fenner &Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC), and registered investment adviser; the nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Global Institutional Consultants mentioned herein are registered representatives with MLPF&S and may assist you with investment products and services.

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.

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.

Paxinos, Lamberti, Bilton & Associates