Adil Khan has been a Wealth Management Advisor on Merrill’s Global Corporate & Institutional Advisory Services team since joining the firm in 2016. Adil assists his clients in simplifying their financial lives by helping them establish and prioritize goals. He delivers tailored strategies that include asset allocation guidance, tax-efficient investing, cash flow management, lending, retirement income strategies, and wealth transfer.
Adil grew up in Little Rock, Arkansas, and received a degree in Finance/Economics, from Rhodes College in Memphis, Tennessee. He also holds the CERTIFIED FINANCIAL PLANNER® designation.
Outside of the office, Adil enjoys spending time with his family, his dog, and focusing on his faith. He stays busy through hiking, yoga, traveling internationally, cooking, and reading. He also devotes time and energy to charitable organizations, including the Atlanta Ronald McDonald House and Children’s Hospital of Atlanta.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
