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 (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
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. 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 (Published annually July - Sept. Rankings based on data as of March 31 of current year). 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 Creating strategies that align with your goals and wealth management plan
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
2023 Forbes “America’s 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). Shook’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 anyone 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.
Forbes “America’s Top Next-Generation Wealth Advisors” 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). Shook’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 anyone 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.