As recognition for his excellent service and passion, Billal Virani has been named to the 2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list (Published on August 8, 2023. Rankings based on data as of March 31, 2023), as well as the Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List in 2017 and 2018 (*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year).
The Virani Group is a team within Merrill Lynch Wealth Management. Through the investment platform at Merrill and banking solutions at Bank of America, we provide our clients with customized strategies for their entire financial life.
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
Billal primarily focuses on:
Meeting with clients Discussing updates in markets or changes your financial strategy Creating strategies that align with your goals and wealth management plan
Anthony Ferrazzi is an Assistant Vice President; Wealth Management Associate who has fifteen years of experience in client services, many of those years spent with Bank of America and Merrill. He graduated from Trinity Christian College. Anthony currently resides in Shorewood with his wife Jackie, who works as a data analyst. In their free time they enjoy walking their dog, traveling, and spending time with family. Anthony is responsible for all administrative functions for our team.
Anthony can help you with:
Questions on your relationship with us Opening new accounts Transferring external accounts Moving funds within Merrill accounts Banking solutions through Bank of America Gaining online access on My Merrill
Bill can help with:
Scheduling appointments Updating data in the wealth management plan
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 8, 2023. Rankings based on data as of March 31, 2023.
*2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and firm-generated revenue (investment performance is not a criterion). SHOOKS’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.