Bill Brahos is a Senior Vice President and Private Wealth Manager with Merrill Private Wealth Management in Century City, California. Drawing from over 30 years of experience in the financial services industry, Bill works closely with clients to help achieve their short and long-term financial objectives through highly-personalized recommendations. In addition to building wealth, Bill strives to build long-lasting relationships with clients, sustained by his knowledge, commitment, and service within any market environment. Through customized strategies, he helps individuals and business determine their wealth management needs, taking into account goals, timelines, and risk tolerance. He presents quarterly progress reviews, making adjustments as necessary. Bill is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Bill holds the Certified Plan Fiduciary Advisor, CPFA^TM designation which allows him to consult on retirement plans. Bill was named to the Forbes “Best-in-State Wealth Advisors” list in 2022 (Published on April 7, 2022. Rankings based on data as of June 30, 2021).
 
Individually-tailored plans address a wide range of financial needs, including:

• Portfolio Management
• Education Planning
• Retirement Planning
• Insurance Planning
• Distribution Options from Employer-Sponsored Plans
• Trust and Estate Planning Services
• Corporate Cash Management Options
• Business Transition Planning
• Individual Wealth Preservation

Bill’s thorough understanding of these requirements, coupled with consistent communication, helps to ensure that clients can make financial decisions with confidence.

As a partner with Nadia Allaudin, Managing Director, Private Wealth Manager at Merrill, the Allaudin/Brahos Group has over 50 years of collective experience. Working in collaboration with clients' CPAs and attorneys, Bill and Nadia enable clients to achieve their short and long-term goals within all aspects of the financial spectrum. More specifically, their areas of focus include financial management, liability management, long-term care needs and retirement services.

Bill began at Merrill in 1994, initially selling corporate bonds to institutional clients at the Los Angeles Institutional Sales office. He obtained his Bachelor of Arts degree in Economics and French from the University of Notre Dame, later going on to earn his MBA at Duke University. As a Duke alumnus, he participates in the annual admissions process by interviewing prospective students. Bill holds the Series 7, 31, 63, and 65 FINRA registrations.

*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.

*Merrill Life Agency's California License Number 0522776

*2022 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK^® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.