Chip Erwin has been working in the financial services industry for over 30 years, focusing on serving the investment needs of high-net-worth individuals and families. He joined Merrill Lynch in 2016 as Senior Vice President in Private Wealth Management, where he helps clients identify and meet their financial goals and needs, including asset allocation and estate planning services. Chip is knowledgeable in equity investing, with a particular focus on building customized portfolios that reflect his clients' unique needs. He holds both Series 7 and 66 FINRA registrations and earned his MBA in finance from the esteemed Stephen M. Ross School of Business at the University of Michigan. Chip is also actively involved in charitable endeavors, serving as a director of both Huron Pines and The Kirtland’s Warbler Initiative. He is a resident of Ann Arbor, Michigan, where he lives with his wife and three adult children.