At Shams & Associates, our clients are at the center of everything we do. We are committed to helping each one of our clients meet their complex financial needs with creative and adaptive strategies, while providing a highly personalized, white-glove client experience. The ideals of Integrity, Commitment, and Service are more than simple words to us: they are our guiding principles.
Our dedicated team has more than 75 years of combined financial experience and is made up of wonderful people from all over the globe.
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.