Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
2029 CENTURY PARK E.
CENTURY CITY, CA 90067
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Bill Brahos is a Senior Vice President and Senior Financial Advisor with Merrill Lynch 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 Wealth Management 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 to ensure that clients can make financial decisions with confidence.
As a partner with Nadia Allaudin, Senior Vice President, Wealth Management Advisor at Merrill, the Allaudin/Brahos Group has over 50 years of collective experience. Working in collaboration with clients' 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 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. Bill holds the Series 7, 31, 63, and 65 FINRA registrations.
*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 Life Agency's California License Number 0522776
University of Notre Dame
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1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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