Ali's goal is to be a trusted advisor to individuals and families. He provides a personalized wealth management process based on clients' unique goals, time horizons, liquidity needs, and temperament towards risk.
He guides clients through the employer benefits maze to pursue the financial freedom, and retirement they envision. Ali understands that we are living longer, and spending decades in retirement while caring for parents and children. He provides advice and guidance to clients to help remove some of the stress and uncertainties of retirement.
Ali advises clients on all aspects of their financial lives including:
- 401(k)/Retirement Plans for institutions;
- Access to banking services, through Bank of America, N.A.;
- Investments;
- Retirement Planning; and
- Trust & Estate Planning Services.
With over 60 years of combined experience, Ali and his team give you access to the significant resources which have made Merrill a household name.
Ali joined Merrill Lynch Wealth Management in 1996 and has been in the Financial Services industry since 1993. He also served honorably in the US Army. He lives in Clive, with his wife, Jan, and son, Joshua. Ali and Jan are both heavily involved with their son's PTA and school volunteer work.
Contact Ali and his team of professional staff, and utilize their insights, breadth of experience, and wisdom to help you achieve your goals, wants, and needs. We look forward to working with you and helping you better prepare.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
