Chicago, IL Office
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Merrill
Institution
Firm-wide stats for Merrill
About
Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.
Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).
Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.
Based on Merrill
Location
Chicago IL
Advisors at this office
3
Advisors at this office
Matthew V
Series 66
Chicago, IL
Merrill
Matthew Volk is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and both individual and corporate investment strategy. Matthew works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Matthew earned a Bachelor's Degree from the University of Missouri System and holds the Professional Investment Advisor (PIA) designation. He is committed to community involvement, actively volunteering with the Central Missouri Food Bank and the Central Missouri Humane Society. In his personal time, Matthew enjoys playing tennis, following baseball—particularly the St. Louis Cardinals—traveling, and spending time with his family.
Thomas B
Series 63, Series 65
Chicago, IL
Merrill
Thomas Blanchfield is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Merrill since 1994 and has been associated with Bank of America since 2009. Outside of his advisory role, he owns a sole proprietorship related to rental property management in Nantucket, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Connor K
Series 66
Chicago, IL
Merrill
Connor Kaminski is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as First Vice President and a member of the Latimer Fitzgarrald Wurster Kaminski Group. He has been with Merrill Lynch for 10 years, focusing on wealth management planning and asset management. Connor's professional experience includes financial planning and portfolio development aimed at aligning with clients' financial goals. Connor holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Chicago. He also holds the FINRA Series 7 and 66 registrations and has earned the Personal Investment Advisor (PIA) designation. Connor earned his bachelor's degree in Finance from DePaul University in Chicago. Outside of his professional responsibilities, Connor has interests in basketball, chess, football, and soccer.
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