Shawn Soroush
,
Managing Director, Senior Resident Director - Wealth Management Advisor
NMLS #558759
2301 Rosecrans Avenue
El Segundo, CA 90245
310.536.1636
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

As a Merrill Wealth Management Advisor since 1999, I bring value to families, individuals, and successful business owners by assisting in and encouraging the development of robust, long-term financial strategies by connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter to them most. By guiding clients through a deep discovery process in which they articulate and prioritize short and long term financial goals, clients are in better position to achieve financial success and adjust to life changes. I offer both personalized attention and the global resource of one of the world’s largest financial services firm.

Clients at various stages in their lives can count on us to help them find ways to pursue their financial and life goals which include but not limited to:

  • The retirement lifestyle they envision
  • Preparing for the cost of the best education possible for their children and grandchildren
  • Wealth transfer to the next generation
  • Establishment of their legacy through family foundations and philanthropy
  • Diversifying business interests
  • Lending
  • Investments
With families of our own, I understand the importance of providing a secure future for you and your loved ones. With the power of Merrill Lynch Wealth Management and the banking convenience of Bank of America, I am committed in helping you achieve your dreams and protect your legacy for the generations to come.

Shawn Soroush is also a CERTIFIED FINANCIAL PLANNER certificant, CFP®; a designation awarded by the Certified Financial Planner Board of Standards, Inc.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Recognition
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
Oscar O Izaguirre
Assistant Vice President, Wealth Management Associate
310.536.1626
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Rodney Shadman
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1103841
William Edgar
Wealth Management Banking Specialist
Merrill
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Shawn Soroush is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.