Ismat Khimani
Ismat Khimani is a Wealth Management Advisor with Merrill Lynch Wealth Management in Deer Park. She was recently awarded national recognition on the 2024 and 2023 Forbes “Top Women Wealth Advisors Best-in-State” list. (Published annually in February. Rankings based on data as of September 30 of prior year).*
Ismat is dedicated to cultivating a comprehensive understanding of individual aspirations and circumstances. She focuses on designing flexible strategies tailored to each client with cognizance of the dynamic changes in today’s market conditions. A proponent of educating and empowering clients, Ismat interprets the global investment insights of Merrill alongside the banking and lending solutions of Bank of America to present plans of action in clear and concise language, ensuring informed decision-making.
Ismat is also deeply involved in the local running community. Through 11 marathons, her love for running has strengthened her connection to herself and the world around her. With a place in her heart for serving others, she maintains an active role in a non-profit that brings high-quality education, health care, food security, and economic well-being to disadvantaged communities.
*Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
