Lisle, IL Warrenville Rd Office

Nicolas Hoeppel is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works closely with clients to understand their unique perspectives and priorities in order to develop personalized financial strategies. His client focus areas include family wealth management strategies, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Nicolas holds a Bachelor's Degree from Indiana University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of the Chicago District Golf Association and the Indiana University Alumni Association. Outside of his professional work, Nicolas enjoys cooking, golfing, music, pickleball, softball, spending time with his family, traveling, and watching movies.

Erin Anderson is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and previously worked at KPMG for two years. Anderson is based in Lisle, Illinois. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

G Mc Loughlin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2019, Mc Loughlin was involved with CEKA Creative Boutique for four years and spent seven years as a homemaker. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Patricia Penrod is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, U.S. Bancorp Investments, U.S. Bank, and JP Morgan in various capacities. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wendell Claver is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies designed to help individuals and families preserve and grow their wealth through risk-efficient approaches tailored to each investor's goals. Wendell's expertise includes college education planning, executive and equity compensation services, family wealth management, retirement income strategies, and portfolio management. He has 15 years of experience as a professional trader, providing him with a deep understanding of financial market risks and asset allocation. Wendell holds a Bachelor's Degree from the University of Michigan and is designated as a Personal Investment Advisor (PIA). He is fluent in both English and Spanish. Wendell is affiliated with the University of Michigan Crew Team and actively participates in community activities through Compass Church. He lives in the Chicago suburbs with his wife and three children, and enjoys biking, cooking, football, painting, running, scuba diving, skiing, traveling, volleyball, and spending time with his family.

Jason Fair is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Naperville / Lisle branch. He manages portfolios for clients across the United States, primarily serving local individuals and families who are business owners and corporate executives. Jason and his team focus on helping clients achieve their financial goals by customizing strategies around priorities, risk tolerance, and goals, with regular quarterly meetings to track progress and propose recommendations. Jason began his career at Merrill in 1997 after graduating from Northern Illinois University with a Bachelor's degree in Finance. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason resides in Elburn, Illinois, with his wife Becky and their three daughters, Olivia, Kate, and Paige. Outside of his professional work, he enjoys bicycling, playing guitar, and being involved with their church.

Sharon Kracke is a financial advisor with Merrill in Lisle, Illinois, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Merrill since 1998. Merrill, along 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, and institutional entities.

Carl Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he supports clients with investments, planning, and education. He works as part of a wealth management team that emphasizes listening to clients, customization of financial strategies, and conservative wealth management to preserve wealth and provide clarity and education. Carl's expertise includes college education planning, retirement income, legacy planning, portfolio management, and tax minimization among other areas. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill Lynch in 2019, Carl worked as a CPA at PwC in Chicago. He earned his bachelor's degree from Illinois Wesleyan University. Outside of work, Carl enjoys fishing, running, and spending time with his family. He resides in Wheaton with his wife and two daughters.

Kimberly Cipra is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Robert W. Baird and Coyle-Kiley Insurance Agency, Inc. She is currently based in Lisle, Illinois. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anthony Ferrazzi is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America since 2018 and Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Wauters is the Resident Director at Merrill, where he leads a team dedicated to providing comprehensive financial services that encompass investments, liabilities, and cash management. His office is located in the Naperville/Lisle branch of Merrill. Aaron has been with Merrill since 2001, serving a diverse client base including corporate executives, pre-retirees, and retirees with a focus on 401(k) plans. He holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Aaron earned his Bachelor's degree from the University of Dubuque, where he also played football for four years. Prior to his career in finance, he served in the U.S. Marine Corps from 1997 to 2003 on both active and reserve duty. He has expertise in areas such as retirement income, family wealth management, small business strategies, and tax minimization. He takes a personal and proactive approach to assist clients in achieving their financial goals and maintaining customized retirement plan strategies. Outside of his professional work, Aaron is involved in his community as a board member of the Fox Valley Patriotic Organization and as the commissioner of the Geneva Baseball Organization. He resides in Geneva with his wife Mandy and their three sons. Aaron enjoys playing racquetball and golf, and he shares his home with the family’s Black Labrador, Maddux.

Patrick Hagerty is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017. In his role, he works with families, business owners, executives, and professionals to develop personalized financial plans aimed at achieving their financial goals and well-being. He emphasizes understanding his clients' aspirations to deliver appropriate services and solutions by leveraging the offerings of Merrill and Bank of America. Patrick began his financial industry career in 2011 after earning a Bachelor's Degree from Saint Ambrose University. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to joining Merrill Lynch, he gained experience at Scottrade and PNC Bank. Outside of work, Patrick resides in the Southwest Suburbs of Chicago with his wife and two sons. He enjoys baseball, golfing, and spending time with his family. He is also involved in community activities through the Lions Club.

Nicholas Black is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients’ individual goals, leveraging investment insights from Merrill as well as banking and lending solutions from Bank of America. His approach focuses on gaining a comprehensive understanding of each client’s full financial picture to create strategies adaptable to changing market conditions. Nicholas holds a Bachelor’s degree from Purdue University System and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community service.

Tawfiq Farraj is a Financial Advisor at Merrill Lynch Wealth Management. With over eight years of experience, he focuses on helping clients understand and pursue their unique financial goals. Tawfiq specializes in areas including college education planning, retirement income strategies, portfolio management, tax minimization, and socially responsible investing. He emphasizes understanding clients' personal perspectives and priorities to develop tailored financial plans. Tawfiq holds a Bachelor's Degree from the University of Illinois System and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. He resides in Berwyn with his wife and children. In addition to his professional work, Tawfiq is active in his community through the Oak Park River Forest Community Trust Foundation. His personal interests include basketball, bowling, chess, cooking, music, spending time with family, and watching movies.

Ashley Graham is a financial advisor at Merrill with 20 years of industry experience. She has held her current position at Merrill since 2005 and holds a Series 66 designation. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.