Shawn Soroush

I help successful business owners and families approaching or in retirement turn complexity into clarity. My mission is simple: create strategies that help preserve, grow, and transfer wealth—so you can focus on what matters most.
For Business Owners:
Your business is your legacy, but it shouldn’t be your only asset. I guide owners through succession planning, liquidity events, and diversification strategies designed to reduce concentration risk and unlock new opportunities.
For Retirees & Pre-Retirees:
Retirement isn’t just about income—it’s about confidence. We design plans that help balance growth and risk, provide sustainable cash flow, and prepare for life’s unexpected turns.
Wealth Transfer & Legacy:
Preserving wealth across generations requires more than documents. We work with Bank of America trust specialists and your advisors to create tax-efficient strategies, family governance plans, and philanthropic solutions that reflect your values.

• Capabilities Through Merrill and the banking convenience of Bank of America
  • Investments: Tailored portfolios, exclusive insights from our Chief Investment Office (CIO), and access to alternative strategies for qualified investors—supported by our award-winning BofA Global Research team, delivering market-leading analysis and actionable guidance.
  • Lending: Flexible solutions including securities-based credit, customized mortgages, and real estate financing through Bank of America.*
  • Banking & Cash Management: Comprehensive, integrated solutions paired with advanced digital tools for a complete financial picture.
    
    Shawn Soroush is also a CERTIFIED FINANCIAL PLANNER^® certificant, CFP^®; a designation awarded by the Certified Financial Planner Board of Standards, Inc.
    
    ^{*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
    *The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
    *Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.}