Our clients include wealthy individuals, physicians, corporate executives and successful entrepreneurs who value experience, smart wealth management planning and reliable communication.
We understand the importance of building trust.
We focus on individuals nearing retirement, families in need of estate and special needs planning services, investments and small business owners needing assistance with strategic planning, financing, employee benefits and eventually succession planning. Our business services team can provide strategic and personalized banking guidance including an expansive array of cash management, credit and other lending strategies designed to fit your overall financial strategy.
We take the time to listen to what is important to you.
We differentiate ourselves through a process of active listening, financial education and experienced wealth management planning. We help simplify your financial affairs while making the best use of all available resources.
Dennis Foley, CRPC®,CRPS® is a Vice President and Wealth Management Advisor with extensive individual and business financial service experience. Dennis has been working in the Financial Services industry since 1995. He has an MBA in Financial Planning from St. Xavier University and a Masters of Divinity from Catholic Theological Union of Chicago. He also earned the CRPC® designation and CRPS®, designation from the College for Financial Planning. In his spare time, Dennis enjoys spending time with his family, traveling through Europe and learning about high speed rail.
CRPC® and CRPS® are registered service marks of the College of Financial Planning.
Gail is a Client Associate with over 31 ½ years of experience with Merrill Lynch and handles account administration and client relations.She attended 4 years at DePaul University in Chicago (Liberal Arts and Sciences) and MacCormac College of Elmhurst, Illinois for Paralegal Certification. She has resided in Westmont, Illinois for the past 19 years and is a very proud mother of Amanda and grandmother to Arianna and Octavian.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com