Billal Virani

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

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Who We Are

Billal Virani is a Senior Vice President, Wealth Management Advisor and Senior Portfolio Advisor. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, 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.

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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.

_{Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.}