Meet Karl Maurer:

Karl Maurer, CIMA®, CPFA, is a Financial Advisor and Senior Vice President of Wealth Management with over 30+ years of experience in the investment industry. He joined Merrill Lynch 2003 and holds series 7 and series 66 FINRA registrations. He has been a member of the Illinois CPA Society since 1984.

Karl earned his undergraduate degree from the University of Illinois with concentrations in History and Accounting and holds an MBA in Finance from DePaul University.

The focus of the Maurer Group at Merrill Lynch is on the comfort and confidence of our clients by delivering high quality financial services that are planning based, goals driven, and process oriented. We put a premium on client service. We base our services on a customized retirement plan prepared for each client. We strive for tax efficiency by collaborating with our clients’ CPAs and attorneys. And we serve as risk managers, delivering highly diversified investment solutions.

Our team has four core values:

1. The client’s best interests always come first
2. We pursue excellence in everything we do
3. We behave honorably and honestly, with integrity and transparency
4. We communicate effectively, collaborate, and hold ourselves personally accountable

Karl and Gayle Maurer have four children Their youngest, Dominic, has had several disabilities from childhood. This has led Karl to do volunteer work for the Ronald McDonald House, American Academy of Pediatrics, Lurie Children’s Hospital (where he chaired the family advisory board and helped build the replacement hospital as parent/patient advocate on the steering committee), and numerous college, hospital, chamber of commerce and charity boards. An avid musician, Karl also helped to build the Blues Hall of Fame in Memphis, Tennessee in 2015 as a board member of the Blues Foundation. 

In 2021, Karl was recognized by Merrill Lynch with the Brian Schwartz Award (local) and David Brady Award (national) for distinguished service to his community, clients, and colleagues.