Ahmed Malik
Since I have a passion for helping others, I decided to join Merrill in 2012 to help better advise families and small businesses around money management strategies and pitfalls to avoid. I hold the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and in conjunction with Georgetown University. I also hold a B.S. in Finance from George Mason University School of Business.
Areas of my focus include Asset Management, Trust/Wealth Transfer Strategies, Risk Management, College & Education Planning, Retirement Planning, Tax Minimization Strategies, Credit/Liquidity, Philanthropic Services, and access to family offices and banking through Bank of America just to name a few.
My focus is to help you define your goals, both quantitative and qualitative. From there, I will have a discussion with you around a custom tailored financial strategy that is built around those goals in mind. Once we agree to implement the strategy that is tailored for you, I will then follow up with a regularly scheduled review so as to make sure we are still on track. As your goals change over the years, so will your portfolio strategy
The Wealth Management process can be a complex task for any individual and it’s my goal to simplify the process so that you can focus on what really matters most to you.
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.
