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Merrill is proud to support the Oak Brook Polo Club. Merrill is proud to support the Oak Brook Polo Club.
The Maurer Group
Karl Maurer, CIMA®, CPFA®
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Senior Vice President
Wealth Management Advisor
Portfolio Manager
312.499.4609 karl_maurer@ml.com
Merrill Lynch Wealth Management
Natalie Cozzi
Merrill Lynch Wealth Management
110 North Wacker Drive
17th Floor Chicago, IL 60606
110 North Wacker Drive
17th Floor Chicago, IL 60606 fa.ml.com/maurergroup fa.ml.com/maurergroup
Natalie Cozzi Financial Advisor 312.597.4987 natalie.cozzi@ml.com ethan.jackson@ml.com ethan.jackson@ml.com
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
The Bull Symbol and Merrill are registered trademarks of Bank of America Corporation.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
© 2023 Bank of America Corporation. All rights reserved.
The Bull Symbol and Merrill are registered trademarks of Bank of America Corporation. Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
