Shawn Farrokh
,

Assistant Vice President, Financial Advisor

800 Capitol St
Houston, TX 77002
713.658.1550
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

With 19 years in the financial services industry, Shawn joined Merrill Lynch Wealth Management in 2023 and today focuses on serving his client's needs.. He received his bachelor's degree in 2022 from Saint Joseph's University in Foreign Language and his MBA in 2024 from Saint Joseph's University in Finance.

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
Welcome

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.

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Shawn Farrokh is registered to do business in AL, AR, CA, FL, IA, LA, MA, ME, NC, NJ, NM, NY, OH, PA, TX, VA, WA.