PROFESSIONAL PROFILE
Karl Maurer is a Financial Advisor who joined Merrill Lynch in 2003 in the Oak Brook, IL office. He has been employed in the investment management industry since 1987.
Karl graduated from University of Illinois in 1984 with concentrations in History and Accounting. He earned his MBA in Finance, with high honors, from DePaul in 1992. He passed the Certified Public Accountancy exam in Illinois in 1984 and the Certified Management Investment Analyst (CIMA®) exam in 2008.
Karl utilizes disciplined investment strategies to meet client goals, providing retirement planning, estate planning and traditional brokerage services. He is a trusted advisor to successful families, businesses and non-profits. Services include corporate 401k / profit sharing and deferred compensation plans. Investment strategies include individual stock/bond portfolios, mutual funds, and access to alternative investments for qualified investors.
Implementation of investment strategies is preceded by a thorough review of each client's risk profile. The retirement plan prepared for each client takes into consideration current assets, college funding needs, contributions to existing 401k plans, mortgages and other debt in order to determine savings and investment levels required to meet the client’s goals for retirement.
Karl lives in Will County with his wife, Gayle, and their four boys and is an active volunteer in his community. He is the past Treasurer aof the Oak Brook Chamber of Commerce and a member of the Joliet Chamber of Commerce.
Karl serves on the Children's Memorial Hospital Family Advisory Board and is the parent/patient advocate on the steering committee for the new Chicago based children's hospital. He also supports the American Heart Association and Ronald McDonald Houses of Chicago. Karl is a director at the Will County Community Foundation (a partner to the Chicago Community Trust) and a member of the Grants Committee.
To arrange for a private consultation or a response to an RFP, please contact Karl directly at 630-954-6320, or Greg Flynn at 630-954-631
CLIENT DINNER SEMINARS:
Client and prospect dinner seminars are regularly held in the Oak Brook area. Seating is limited and advance reservations are required. Please contact Karl Maurer directly at 630-954-6320, or Greg Flynn at 630-954-6319 for reservations or information about upcoming seminars.
RESOURCES AVAILABLE TO CLIENTS AND PROSPECTS:
* Monthly e-newsletter, "Perspectives."
* Daily, weekly and monthly research reports for individual companies, sectors of the economy, market trends and asset allocation via email.
* Webinars featuring investment leadership and Merrill Lynch and leading independent money managers (e.g. Blackrock, PIMCO.)
* Breakfast, Lunch, Dinner seminars showcasing the intellectual capital of Merrill Lynch and leading money managers.
Interested investors may contact Karl Maurer directly at 630-954-6320 to obtain access to these resources.