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.
Shawn Soroush
Managing Director, Wealth Management Advisor
NMLS #558759
2301 Rosecrans Avenue
Suite 3150
El Segundo CA 90245
(310) 536.1636
(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
For more than 27 years, we have advised successful business owners and families approaching or already in retirement, simplify their financial lives. Our work centers on building thoughtful strategies designed to preserve, grow, and transfer wealth-- giving our clients the freedom to focus on what matters most.
For Business Owners:
Your business is a meaningful part of your legacy, but it shouldn't stand as your only plan. We work with owners on:
- Succession and exit planning
- Liquidity events
- Strategies designed to diversify and reduce concentration risk
For Retirees & Pre-Retirees:
Retirement is about more than income-- It's calls for clarity and confidence.
We design personalized plans that help:
- Balance growth and risk
- Create reliable, sustainable cash flow
- Prepare for life's expected and unexpected moments
Wealth Transfer & Legacy:
Transferring wealth goes beyond formalities-- It reflects the principles and values you leave behind. Working alongside Bank of America Trust Specialists and your professional Advisors, we help establish:
- Tax-Efficient transfer strategies
- Family governance and legacy plans
- Philanthropic solutions aligned with what matters most to you
The Resources of Merrill, with the banking convenience of Bank of America:
Investments
Customized portfolios, informed by the Merrill Chief Investment Office, with access to alternative strategies for qualified investors, and supported by BofA Global Research, one of the most respected research teams in the industry.
Lending
Flexible options including securities-based lending, tailored mortgage solutions, and Real Estate financing through Bank of America*
Banking & Cash Management
Integrated banking, cash management, and digital tools that bring your full financial picture into a single view.
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.
Recognition
Forbes "Best-in-State Wealth Advisors", 2024-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Me
Philosophy
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Meet Our Professional Staff
Oscar O Izaguirre,
CIMA®
Assistant Vice President, Wealth Management Specialist
310.536.1626
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
NMLS #1103841
Bank of America, N.A.
William Edgar
Wealth Management Banking Specialist
Merrill
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
Insights
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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Shahriar Soroush is registered to do business in AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MD, NC, NV, NY, OH, OR, RI, TN, TX, UT, WA.
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.