Boriss Bikosvili is a Vice President and Financial Advisor at Merrill. Headquartered in Mill Valley, California, Boriss provides one-on-one guidance and detailed strategy to high-net-worth individuals, couples, and families, helping them pursue their goals more efficiently. Clients from varied paths seek his assistance, including executives, entrepreneurs, professionals, and those anticipating—or already enjoying—retirement. To each situation, Boriss offers the knowledge and insight he has gained from more than a decade as a Financial Advisor, eager to help clients clarify their aspirations, advance their priorities, and create the lives they envision for themselves and their loved ones.

Originally from Latvia, Boriss came to the U.S. when he was fifteen. Entrepreneurial by nature, he has immersed himself in his field, learning everything he can to connect clients to a differentiated suite of capabilities. He begins each relationship with a conversation, eager to help clients discern their goals and make those objectives more concrete—whether discussing their timeline toward retirement, their desire to transfer wealth to the next generation, their efforts to refine their portfolios, or any other financial goal. To each of these situations, Boriss offers a deep commitment to service excellence, appreciating the value and scarcity of clients’ time. He looks to provide clients with a clear rationale for their financial framework, so they can grow as capable and informed stewards of their wealth.

Boriss has worked in wealth management and banking since 2012. Most recently, he served as a Financial Advisor and Vice President of Investments with JP Morgan. He earned his B.S. in Finance from the University of San Francisco and is fluent in English and Russian.

Boriss enjoys spending time with his wife, Ekaterina. In his free time, he serves as the Vice President of Western Oaks Homeowners’ Association (HOA) and is the past president of Tamalpais Gardens HOA. Active in his community, he has been involved in fundraising efforts for Ukrainian refugees. His hobbies include woodworking, cooking, boxing and Judo.