Karl Maurer

Wealth Management Advisor, Merrill Lynch
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karl

Karl Maurer is a financial advisor for Merrill Lynch with 30+ years of experience in the investment industry. He has a Bachelors degree from University of Illinois in Champaign IL with concentrations in History and Accounting, and an MBA from DePaul University in Chicago.

Karl is Series 7 and 66 licensed, and is a Certified Investment Management Analyst (CIMA). He passed the CPA exam in 1984, and is a member of the Illinois Certified Public Accountants Society (ICPAS).

In the spirit of community service, Karl has volunteered as a mentor to members who may need inspiration and ideas on getting a business plan written and implemented.