Katayoon Bahadorani is a Vice President and Wealth Management Advisor with Merrill in Westlake Village. Katayoon provides sustained leadership, strategy, and advice to high-net-worth and ultra-high-net-worth individuals and families, helping them grow and preserve their wealth more effectively. She develops long-term relationships grounded in an intimate understanding of each client’s circumstances, helping them take measurable steps toward the lives and legacies they envision.

Methodical in her approach, Katayoon believes strongly in the value of a detailed wealth-management strategy that delineates a pathway to client goals, both short-term and long-term. She begins each relationship with in-depth discovery, allowing her to discern not only clients’ assets and liabilities, but also their concerns, priorities, values, and aspirations. She looks to optimize and unify these elements, relying on the knowledge she has gained from advising an accomplished clientele.

A resourceful problem solver, Katayoon pinpoints the capabilities that can have a meaningful impact on clients’ trajectories, for themselves and for future generations. She combines technical precision with empathy and compassion, walking with clients through significant crossroads in their personal and professional lives. Client referrals constitute the primary source of her new relationships, an honor that continues to inspire her best efforts.

Since 2003, Katayoon has been involved in banking and wealth management. Prior to joining Merrill, she spent eighteen years with Wells Fargo, where she was a Vice President in Private Banking. She earned her M.B.A. with a concentration in finance from California Lutheran University. Committed to professional excellence, Katayoon is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Earlier in her career, Katayoon was a professor of French language and literature. She earned her undergraduate and master’s degree from the University of Tehran.

A member of the American Iranian Women Foundation, Katayoon regularly volunteers within her community. In her free time, Katayoon enjoys reading books, listening to music, traveling, and hiking. Nature provides her with serenity, beauty, and calm—qualities that she likes to share with others.