Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Faran Shaker offers a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure strategy is grounded in understanding what each client wants to achieve. He provides access to the full capabilities and investment insights of Merrill to help address the various aspects of clients' financial lives. Faran holds a bachelor's degree from the University of Wisconsin-Madison and a law degree from the University of Wisconsin Law School. He is driven by a passion to develop transparent long lasting relationships and helping clients pursue their goals while feeling more empowered.
English & Persian
University of Wiscconsin Law School
University of Wisconsin-Madison
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.
February 24th, 2021|3:00 PM - 4:00 PM PST
Washington Outlook – Post 2020 Election
featuring Libby Cantrill, CFA
Head of Public Policy: Co-Head of New York Office, PIMCO
Registration Required, please use the link below
March 10th, 2021|3:00 PM - 4:00 PM PST
Please join us as we welcome the notorious Dick Vitale ahead of Selection
Sunday and the beginning of March Madness. Sitting down with him, we will
hear about his career, his philanthropy, lessons learned from sports and how
to apply them to business and daily life, and of course…college basketball.
We hope you leave saying, “That’s awesome baby!”
Please reserve your space for this
virtual event by Monday, March 8, 2021.
March 18th, 2021|2:30 PM - 3:30 PM PST
Chris Johnson, Founder and CEO, On Target Living, a wellness consulting company that helps organizations achieve fitness goals and increase efficiency. His desire to live a healthy lifestyle became his passion to share his On Target Living philosophy with the world. Join us as Chis educates and motivates us on methods and benefits of living our BEST.
Please reserve your space for this virtual event here REGISTER
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 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 will work to help you stay on track, regardless of what the markets are doing.
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.