Lloyd Khatib Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
If you are a wealth creator, entrepreneur, or senior executive, your time is not your own. Professional demands and personal commitments can make for a taxing mix, with little time to devote to your financial life, long-term goals, or personal legacy. That's when we can add the most value. We're a team of veteran advisors with deep roots in the entrepreneurial community. We know first-hand the highs and lows, the opportunities and challenges that can characterize life in Silicon Valley and beyond. We've spent our careers advising wealth creators and senior executives, so we intimately understand the decision points they face. We're good at anticipating what's ahead. We'll also challenge you to expand your thinking—to get at the core of what you want your wealth to accomplish, and help you pursue those goals with purpose and precision. We understand what you've sacrificed and recognize what you've achieved. Above all, we strive to enhance your life, reduce your stress, and allow you to focus on the professional or personal pursuits that are most important to you.
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
