Illana Piroozian
| Illana Piroozian is a Senior Financial Advisor in Merrill’s Garden City, New York office, focusing on comprehensive wealth management for individuals and businesses. She follows a disciplined planning process—beginning with understanding each client’s unique circumstances—so she can establish goals, design an appropriate strategy, recommend potential solutions based on risk tolerance, time horizon, liquidity needs, and investment objectives, and regularly review progress. Clients rely on Illana for personalized guidance and access to specialized investment services tailored to their financial lives. She meets with clients consistently to help ensure their strategies remain aligned with their evolving needs. Illana earned a B.A. in Accounting from Queens College and has been with Merrill Lynch Wealth Management since 2000. Earlier in her career, she worked as an accountant at a local CPA firm. While her background enhances her understanding of complex financial situations, she does not provide tax advice. She lives in Great Neck, New York, with her husband and four children and is actively involved in community volunteer work, reflecting Merrill’s long-standing tradition of service. |
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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.
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.
