Profile

Nazie Saffari has been with Merrill Lynch Wealth Management since 1991 where she has earned national recognition in 2019, 2020, and 2021 by Forbes as a "Best-in-State Wealth Advisor” (Published annually Jan – April. Rankings based on data as of June 30 of prior year) and by Working Mother magazine as a “Top Wealth Advisor Mom” in 2019 and 2020 (Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year), in addition to being recognized as one of "America's Top 1,200 Financial Advisors" by Barron's in 2021 (Published on March 12, 2021. Rankings based on data as of September 30, 2020), and ranking on the Forbes "Top Women Wealth Advisors" list in 2022 (Published on February 4, 2022. Rankings based on data as of Sept 30, 2021).

In her practice, Nazie focuses on working with high net worth individuals and families, helping to navigate the complexities of managing significant wealth. Her consultative approach and depth of experience allows Nazie to deliver sound financial strategies to help her clients reach their financial goals. Open and ongoing communication is key to delivering holistic advice and guidance that seeks to synthesize a client’s investment goals, their values and generational considerations.

Nazie’s keen intuition, empathy, and ability to listen influences her daily interactions with her clients. Having suffered the sudden loss of her husband of 26 years, Nazie is especially attuned to the needs of other widows, widowers, and single parents, and how to help navigate the financial road ahead after such a profound loss. This has driven and reinforced Nazie’s goal to help ensure that all of her clients integrate estate planning strategies and life insurance into a comprehensive wealth management plan, as practicable.

Outside of her practice, Nazie is a devoted mother of two adult children, ages 21 and 24. In her free time she is an avid hiker, fitness enthusiast, and has also completed two triathlons to raise funds for pediatric cancer research at Children’s Hospital Los Angeles. Her philanthropic endeavors also include the founding of two schools in underserved communities abroad, where she has succeeded in educating, feeding, and clothing over 600 students in the course of the last seven years.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 12, 2021. Rankings based on data as of
September 30, 2020.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services
experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state,
with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures
include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices,
regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and
recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will
experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.
Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published on February 4, 2022. Rankings based on data as of Sept 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research
and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a
ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and
rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or
representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research
receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is
a registered trademark of SHOOK Research, LLC.

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as
of Mar 31 of current year.

Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years
of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service
models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative
criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because
client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions
of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and
recognition from Working Mother/SHOOK Research are no guarantee of future investment success and do not ensure that a current or
prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of
the advisor. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a
ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

*Merrill Life Agency's California License Number 0522776