Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill Lynch
Wealth Management
Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
Profile
Our team works closely with an accomplished clientele, helping them develop the capacities and competencies to navigate the complexities that wealth can entail.
As industry veterans, we are deeply immersed in the opportunities and challenges that high-earning individuals and families with significant means encounter, particularly inheritors, creatives and executives in the entertainment industry. We also advise multiple generations of families who are navigating critical transitions in their personal or professional lives, such as the sale of a business, marriage, divorce, career changes, or other meaningful crossroads.
To each of these relationships, we bring focused attention, detailed strategy, and service model dedicated to advancing a client’s distinctive priorities. We believe clients look to us for “all things financial,” serving a limited number of relationships with the rigor and reliability they deserve. Clients, in turn, rely on us for discreet advice and enduring counsel, building relationships that tend to span decades rather than years. Our areas of insight include wealth planning, income and asset preservation, trust and estate planning services, and access to customized lending through Bank of America. We strive to empower clients to be purposeful about sustaining their wealth and values across generations through Merrill's Center for Family Wealth™.
I have worked in the wealth management industry since 1998. I began my career as an Investment Management Specialist with some of the leading asset management firms in the industry, gaining valuable knowledge in the capital markets. In 2006, I moved to Merrill, where I was named Director. After seven years, I transferred to Morgan Stanley, where I served as a Financial Advisor and ultimately, a Producing Branch Manager. My FINRA registrations include the Series 7, 9, 10, and 66. In 2019, I returned to Merrill, a homecoming that has allowed me to connect high-net-worth clients to a robust suite of wealth management and banking opportunities.
I earned my undergraduate degree from Boston University, where I was Captain of the Men’s Swim Team.
I serve as a member of Bank of America’s Black Executive Leadership Team in Los Angeles. In 2020, I was honored with one of Bank of America's most prestigious employee honors, the Global Diversity & Inclusion Award.
A resident of L.A., I enjoy spending time with family and friends, swimming, and exploring new destinations.
*The Bank of America Global Diversity & Inclusion Award is an internal annual program recognizing individuals who help make
Bank of America Corporation a diverse and inclusive place to work where all employees have the opportunity to succeed. The employee
must have at least six months of tenure and be a full- or part-time employee who works 20 or more hours per week.
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EDUCATION
Boston University
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Shaun Boghosian
Wealth Management Banking Specialist
Merrill
Sam Simani
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #765860
Sara Burns
Wealth Strategist
Merrill
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Articles
Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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