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Shams & Associates - Merrill Institutional Consulting™
370 17th Street
Suite 5500
Denver, CO 80202
(303) 446-5518
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Breaking insights on the economy, market volatility, policy changes and geopolitical events
Shams & Associates - Merrill Institutional Consulting™
370 17th Street
Suite 5500
Denver CO 80202
(303) 446.5518
(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.
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 - Merrill Institutional Consulting™
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.)
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 - Merrill Institutional Consulting™
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Team
Our dedicated team has more than 50 years of combined financial experience and is made up of wonderful people from all over the globe.
Meet Our Team
LUISANA SANCHEZ,
CPFA®
Assistant Vice President, Wealth Management Specialist
303.446.5525
303.446.5525
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.
Insights
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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.