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Merrill Lynch private wealth advisor Bob O’Brien recently named to the Financial Times’ 401 Top Retirement Advisors list for 2017

With more than 34 years experience in the industry, Bob leads a team that focuses on lending, cash management, executive deferred compensation plans, defined benefit and defined contribution plans. A graduate of the University of Wisconsin’s business school, he lives in Chicago.

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William Mark Caplan, beloved husband, father, brother, and uncle. Anchored his family with gentle wisdom, deep compassion, and infinite generosity. Lived a life of mitzvot. Proud graduate of the University of Wisconsin and the Washington Universit...

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