Avedis (Avo) Shanlian

Professional Background

I have worked in the **financial industry for over 10 years**, helping individuals and businesses achieve financial security and growth through personalized strategies and trusted advice. Throughout my time in the industry, I have had the opportunity to work both in banking, private banking and investment managment \- providing me the backing to truly understand both the day\-to\-day needs and long term planning. With the backing of Bank of America and our banking capitilities, along our many partners; I serve as a dedicated captain helping clients with all of their financial needs.

Mission & Values

My mission is to provide individuals and businesses with the comfort and confidence they need in their financial plans. I take the time to explain every detail clearly, helping to ensure my clients feel informed and empowered. By creating this sense of security, I help them focus on what matters most—family, business, growth, and achieving their goals. The following four components are staples of each relationship. * **Clarity**: I believe in simplifying complex financial concepts so clients can make decisions with confidence. * **Trust**: Building strong, transparent relationships is at the heart of everything I do. * **Patience**: Every client deserves the time and attention needed to fully understand their financial strategy. * **Empowerment**: By providing comfort and confidence, I enable clients to concentrate on the priorities that truly matter in their lives and businesses.

Skills & Strengths

Although my wife may disagree, I consider myself a **good listener**! I'm always eager to learn about my clients and stay up to date with the latest movements in the economy, news, and trends. Transparency is key in my relationships with clients—I believe honesty builds trust and long\-term success. I value my clients' opinions and always put their needs first. Listening is at the heart of what I do—understanding how I can help and delivering appropriate solutions that truly make a difference.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~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](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition