What We Do
It’s simple: We create and implement an investment and wealth management strategy for clients. We are committed to a process that is designed around our clients:
1. Understand Goals
2. Implement Strategy
3. Review Progress
Who We Are
Billal Virani is a Senior Vice President, Wealth Management Advisor and Senior Portfolio Advisor. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. He focuses on advising clients on creating a wealth management plan, setting an asset allocation strategy, and executing that plan by managing investments like stocks, bonds, and alternative investments. Billal earned a Bachelor of Arts in Economics from the University of Illinois at Urbana-Champaign and an MBA from University of Iowa.
Billal also holds multiple professional designations, including the Accredited Asset Management Specialist™, AAMS™ designation, the Accredited Wealth Management Advisor™, AWMA™ designation, and the Chartered Retirement Plans Specialist™, CRPS™ designation.
Billal primarily focuses on: Meeting with clients, discussing updates in markets or changes your financial strategy, and creating strategies that align with your goals and wealth management plan.
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.
