Feriz has been in the financial services industry for thirteen years with Bank of America and joined Merrill in June of 2016, supporting The Fecel Team in various roles since moving to Merrill. He dedicates himself thoroughly to understanding the priorities and goals of high-net-worth individuals and families, providing them with a comprehensive financial strategy that is designed to lead to the achievement of those goals.
Feriz provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services—and then commits himself to crafting strategies financially designed to help clients pursue desired outcomes, while helping to build, manage and preserve their wealth for current and future generations. In addition, Feriz can offer clients access to banking, credit and lending from Bank of America, N.A. and has extensive experience helping clients with our self-directed brokerage platform, EDGE.
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.