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John Gottwald

Merrill Lynch

John Gottwald

Merrill Lynch

John Gottwald

Merrill Lynch

Profession LogoFINANCIAL PLANNER

John joined Merrill in 2019 after beginning his career a boutique independent firm in 2016 where his core focus was Business Development.

As a Merrill financial advisor, through asking the tough questions, John takes the time to understand what's important to high-net worth individuals by developing customized strategies through keeping in mind their priorities, risk tolerance, time horizon, liquidity needs and goals.

John has a passion for working with family's that experience disabilities. He believe that in a financial capacity it is important to work with a individual that has the first hand experience both personally and financially.

Firm Description

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

780 N. Western Ave.
Lake Forest, IL 60045

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts