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.