Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Bill Brahos is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Global Wealth Management in Century City, California. Drawing from 30 years of experience in the financial services industry, Bill works closely with clients to help achieve their short and long-term financial objectives through highly-personalized recommendations. In addition to building wealth, Bill strives to build long-lasting relationships with clients, sustained by his knowledge, commitment, and service within any market environment. Through customized strategies, he helps individuals and business determine their wealth management needs, taking into account goals, timelines, and risk tolerance. He presents quarterly progress reviews, making adjustments as necessary. Bill is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
Individually-tailored plans address a wide range of financial needs, including:
• Portfolio management
• Education planning
• Retirement planning
• Insurance planning
• Distribution options from employer sponsored plans*
• Trust and Estate Planning Services
• Corporate cash management options
• Business transition planning
• Individual wealth preservation
Bill's thorough understanding of these requirements, coupled with consistent communication, helps ensure that clients can make financial decisions with confidence.
As a partner with Nadia Allaudin, Senior Vice President, Wealth Management Advisor at Merrill Lynch, the Allaudin/Brahos Group has over 50 years of collective experience. Working in collaboration with CPAs and attorneys, Bill and Nadia enable clients to achieve their short and long-term goals within all aspects of the financial spectrum. More specifically, their areas of focus include financial management, liability management, long-term care needs and retirement services.
Bill began at Merrill Lynch in 1994, initially selling corporate bonds to institutional clients at the Los Angeles Institutional Sales office. He obtained his Bachelor of Arts degree in Economics and French from the University of Notre dame, later going on to earn his MBA at Duke University. As a Duke alumnus, he participates in the annual admissions process by interviewing prospective students.
*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.
*Merrill Lynch Life Agency's California License Number 0522776
University of Notre Dame
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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We will work to help you stay on track, regardless of what the markets are doing.