Shams & Associates - Global Institutional Consulting

370 17th Street
Suite 5500
Denver, CO 80202
(303) 446.5518
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We craft innovative, bespoke strategies to address your complex financial needs and life goals. Our mission is to provide informed advice, specialized access, and unrivaled service in order to enable you to pursue and achieve your ideal financial outcome.
Shams & Associates - Global Institutional Consulting
Welcome

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.

Recognition
Maziar Shams
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
Shams & Associates - Global Institutional Consulting
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
About Us
Team

Our dedicated team has more than 75 years of combined financial experience and is made up of wonderful people from all over the globe.

Meet Our Team
Maziar Shams,

CIMA®, CPFA®

Managing Director, Wealth Management Advisor
303.446.5518
David Shams,

CPFA®

Resident Director
303.446.5628
Tara Gignac
Financial Advisor
303.446.5544
Eric Macvittie,

CFA, CFP®

Vice President, Financial Advisor
303.446.5652
LUISANA SANCHEZ,

CPFA™

Wealth Management Specialist
303.446.5525
Jane Paris Bronson
Assistant Vice President, Wealth Management Associate
303.446.5546
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Ross Morand
Alternative Investments Regional Specialist
Bank of America, N.A.
Alberto Alanis
Securities Based Lending Specialist
Bank of America, N.A.
About Merrill

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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.