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Wealth Management AdvisorSenior Vice President-Wealth Management780 N WESTERN AVELAKE FOREST,
John Birkhauser is a Wealth Management Advisor in the Merrill Lynch office in Lake Forest, Illinois. The Lake Forest office is home to eleven specialized wealth advisors, with over 180 years of combined experience, who collaborate their skills to provide personalized wealth management.While each advisor specializes in a different discipline, John concentrates in estate and retirement planning services, with emphasis in fixed income and private equity management. John believes wealth is created and maintained through a diversified portfolio of individual equities and bonds selected and monitored to meet clients' individual needs.John graduated from the University of Wisconsin in 1976, and joined the Chicago Merrill Lynch office in 1978. John opened the Lake Forest office in 2000, where clients have entrusted over one billion dollars in investment assets through December 2014. John has lived in Lake Forest with his wife, Sharon, and two children since 1987.Tabitha Kenney is a Registered Senior Client Associate, and has more than 18 years of experience in the financial services industry. She plays an integral role, interfacing and connecting clients to the vast resources of Merrill Lynch. Tabitha coordinates client portfolio reviews and monitors the liability management process for the team. She also leads the group's operational activities and specialized service. Tabitha attended Judson University.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the
John Birkhauser is registered to do business in:AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, LA, MI, MN, MO, NC, NE, NJ, NY, OH, PA, RI, SC, TX, UT, VA, WA, WI
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