Illana Piroozian
,
First Vice President, Senior Financial Advisor
1325 Franklin Avenue
Floor 04
Garden City NY 11530
(516) 877.8311
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Whether developing a strong retirement plan for your company or finding financial strategies for your personal wealth management, we provide a personalized approach to helping you meet your goals.
Profile

Illana is a Senior Financial Advisor in the Garden City, New York Merrill office. As a Senior Financial Advisor, Illana focuses on total wealth management and provides guidance for multidimensional personal and business finances. Illana has a defined process by which she works with each client. She insists on understanding the specific situations of the people she works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions that are based on the client's risk tolerance,time horizon, liquidity needs, overall investment goals, and the costs associated with the recommendation, and then review the progress the client is making toward reaching those goals and objectives. With Illana, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Illana meets regularly with clients to help ensure their financial lives are consistent with their personal circumstances.

Illana is a graduate of Queens College with a BA in Accounting. She has been in the financial services industry and with Merrill Lynch Wealth Management since 2000. Prior to joining Merrill, Illana was an accountant with a local CPA Firm. Please note that she does not provide tax advice. She lives in Great Neck, New York with her husband and four children.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Philosophy

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Merrill Lynch Logo
Eamon Anderson
Structured Credit Executive
Bank of America, N.A.
Nisheet Bonde
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
About Merrill

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.

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Illana Piroozian is registered to do business in CA, CT, FL, MA, MD, NC, NJ, NY, PA, WA.