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LakeForestLeaderDaily.com NEWS<br />
the lake forest leader | March 19, 2020 | 13<br />
Posted to LakeForestLeaderDaily.com 1 day ago<br />
Three <strong>LF</strong> residents named to<br />
Forbes wealth advisors list<br />
Submitted Content<br />
THE<br />
Forbes has recognized<br />
three Lake Forest-based<br />
wealth advisors on its 2020<br />
“Best-in-State Wealth Advisors”<br />
list.<br />
All three work for Chicago<br />
Merrill Lynch Wealth<br />
Management.<br />
Raj Bhatia was recognized<br />
as the No. 1 wealth<br />
advisor in Illinois. Bhatia<br />
is a private wealth advisor,<br />
and has been in wealth and<br />
investment management<br />
since 1981. He advises<br />
corporate executives, company<br />
founders, individuals<br />
and families, family offices,<br />
endowments, foundations<br />
and institutional<br />
clients.<br />
Joseph Lamberti was<br />
also named to the Bestin-State<br />
list. He has been<br />
with Merrill since 1999,<br />
and co-founded Paxinos,<br />
Lamberti, Bilton & Associates<br />
not long after. With<br />
is own company, Lamberti<br />
provides advice and guidance<br />
to affluent families,<br />
professional athletes and<br />
financial professionals. He<br />
also heads the group’s investment<br />
strategies and alternative<br />
investment manager<br />
selections.<br />
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Also on the list is Christopher<br />
Burke, a wealth<br />
management advisor and<br />
certified financial planner<br />
for Merrill. For 15 years,<br />
Burke has been developing<br />
investment strategies for<br />
high net worth individuals<br />
and business owners. He is<br />
also a senior vice president<br />
at Merrill.<br />
Advisors were selected<br />
based on quantitative and<br />
qualitative data, including<br />
in-person interviews,<br />
industry experience, compliance<br />
records, revenue<br />
produced and assets under<br />
management.<br />
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IN THE CLASSIFIEDS<br />
CALL 708.326.9170