The Bunch Group is a wealth management firm based in Chicago, IL, dedicated to helping clients achieve their long-term financial goals. Led by Senior Vice President Carol J. Bunch, who has over 30 years of experience in servicing high net worth clients, the team provides personalized financial strategies, including cash flow management, portfolio diversification, and wealth transfer strategies. Supported by the global resources of Merrill, the firm is committed to delivering outstanding client service and building strong relationships based on trust.
James Murphy, a wealth management advisor at The Bunch Group, joined the firm in 2011 after completing his degree from Miami University. With a focus on executives, consultants, and families, James helps clients develop personalized financial strategies through a goals-based wealth management process. Recognized on Forbes' Top Next-Generation Wealth Advisors list, James is dedicated to helping clients achieve their personal financial goals step by step. Located in Chicago's Wicker Park neighborhood, James is also actively involved in volunteering and community initiatives.
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