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Disclosures:
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®.  Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements." />  
_________
Disclosures:
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®.  Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements." />

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Contact Details

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Anthony Salazar, CPWA®, CFP®, CEPA®

Anthony Salazar, CPWA®, CFP®, CEPA®

Senior Vice President, Wealth Management Advisor

Greater Chicago Area

I serve the families of affluent business owners and corporate executives around the country. As a partner of the Chicago-based HLA Group at Merrill, my focus is to align your financial strategy with your family values to help you achieve your objectives. My passion for lifelong learning is my commitment to you in delivering the highest level of guidance. I hold the Certified Private Wealth Advisor® and the Certified Exit Planning Advisor® designations along with the CERTIFIED FINANCIAL PLANNER™ mark and was named to Forbes "Top Next-Generation Wealth Advisors" list in 2021.
 
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Disclosures:
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®.  Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Experience:

  • Wealth Management Advisor, Senior Vice President (Merrill Lynch Wealth Management)

Skills:

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