Wright Hudak Zabel Group

Private Wealth Advisors

Wright Hudak Zabel Group

Private Wealth Advisors
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Significant wealth requires sophisticated, highly customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.

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.

David C Wright

David C Wright

Managing Director

Private Wealth Advisor

312.325.2620
Michael J Hudak

Michael J Hudak

Managing Director

Private Wealth Advisor

602.954.5961
Robert P Zabel

Robert P Zabel

Senior Vice President

Private Wealth Advisor

312.325.2640
Michal  Wojcikowski

Michal Wojcikowski,

Assistant Vice President

Private Wealth Analyst Investments

312.325.2727
Megan E Ginley

Megan E Ginley

Private Wealth Associate

312.325.2623
Kelly  Bliss

Kelly Bliss

Registered Private Wealth Associate

312.325.2624
Michael A Ottolini

Michael A Ottolini,

Officer

Private Wealth Analyst Investments

312.325.2642
Doug  Jenkins

Doug Jenkins,

Private Wealth Analyst Investments

312.325.2714

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

Wright Hudak Zabel Group

Our group works with and for a select group of clients, most of whom have created wealth in a single generation. We offer guidance to a wide variety of people, including business owners, entrepreneurs, senior corporate executives and their families. We serve clients located across the country from our offices in Chicago, Illinois and Phoenix, Arizona overseeing $2.3 billion in total assets.1

Our senior partners have received a number of accolades:

    • Barron’s magazine, “Top 1,200 Financial Advisors,” 2009 – 2018.2
    • Forbes' "Best-in-State Wealth Advisors," 2018.3
    • The Financial Times, ”Top 400 Advisors,” 2016 – 2017.4


1As of close of business 12/31/2017.
2Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.
3Source: Barron's "Top 1,200 Financial Advisors" list, March 12, 2018. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
4Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2017). For more information about the selection criteria, go to http://details-he.re/fWZZLQ. 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. 

Core Services

Often, prospective clients are referred to us after a liquidity event occurs or when a milestone event is anticipated. Our core services include guiding clients in portfolio construction, monitoring, tactical reallocation and rebalancing. We take into account specific wealth objectives, your time horizon, tolerance for risk, income and liquidity needs, tax sensitivities and our assessment of opportunities in the capital markets. We know that tax efficiency is a key to investment returns and growing your wealth in the short and long term. Among the services we offer through access to Merrill Lynch specialists are:

  • Post-event wealth structuring strategies
  • Pre-merger and acquisition and pre-initial public offering strategies
  • Concentrated stock, diversification and monetization strategies
  • Portfolio construction, monitoring and tax-optimization strategies

Our Mission

Our primary investment objective is to grow portfolio assets over time, while preserving capital and minimizing risk. We build on more than 50 years of collective financial services experience and a deep knowledge of the capital markets to guide a select group of clients in making strategic investment decisions.

Our collective experience gives us extensive insight into the dimensions of managing your net worth, investing prudently and preserving your wealth for future generations. As Merrill Lynch private wealth advisors, we combine the individual attention and independent advice and guidance you would expect from a financial services boutique with the global resources and technological capabilities of one of the largest wealth management firms in the U.S.

Thoughtful Questions and Careful Listening

This process is designed to guide clients in articulating their most cherished goals and deepest concerns—not only in the financial realm, but in their lives. We ask searching questions like these:

    • What do you want to accomplish with your wealth?
    • What are your life goals and priorities?
    • How do you envision your family in five, 10 or 20 years?
    • Do you want to plan for the transfer of wealth to the next generation or leave a legacy of values, beliefs and life lessons?

Through careful listening, we can help clients to tailor highly customized, proactive wealth management strategies that align with their individual goals and needs.


 

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.

Wright Hudak Zabel Group