Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
2301 Rosecrans Avenue
El Segundo, CA 90245
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As a Merrill Advisor since 1999, I bring value to families, individuals, and successful business owners by assisting in and encouraging the development of robust, long-term financial strategies. By guiding clients through a deep discovery process in which they articulate and prioritize short and long term financial goals, clients are in better position to achieve financial success and adjust to life changes. I offer both personalized attention and the global resource of one of the world’s largest financial services firm. My clients view me as a trusted resource and rely on me for financial advice and guidance in their pursuit of personal, financial and professional success.
With families of our own, I understand the importance of providing a secure future for you and your loved ones. With the power of Merrill Lynch Wealth Management and the banking convenience of Bank of America, I am committed in helping you achieve your dreams and protect your legacy for the generations to come.
Shawn Soroush is also a CERTIFIED FINANCIAL PLANNER™ certificant, CFP®; a designation awarded by the Certified Financial Planner Board of Standards, Inc.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
El Camino College
University of Phoenix
Learn about the MyMerrill Mobile App.
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.
Virtual on WebEx
August 13th, 2020|3:00 PM - 4:00 PM
Merrill invites you to an engaging virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C into growth strategies for business owners, executives and high net worth investors.
Jeff will discuss his perspective on current political environment, prospective legislation, upcoming elections and strategies for investment and retirement planning.
Jeff is an integral part of the Washington Update, the industry's NONPARTISAN experts on all things Washington.
In 2012 presidential election, Jeff accurately predicted the outcome 14 months in advance as well as predicting the Republican sweep in Congress in 2014.
Thursday, August 13, 2020 | 3:00 p.m. – 4:00 p.m. PT
Please email me your RSVP at Shawn_soroush@ml.com and I'll forward you a link to pre-register for this virtual event by August 10th
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.