Ali D Vahidy

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Profile

With 16 years in the financial services industry. I joined Merrill Lynch in 2017 and today focuses on serving professionals and small businesses. I received his bachelor’s degree from University of Southern California in 1999 and his MBA in Finance/Accounting from La Sierra University in 2001.
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping client pursue their goals.
I follow a disciplined process that begins with first taking the time to fully understand each client’s particular needs, concerns and priorities. Passionate about delivering excellent service. I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My goal is to help clients pursue their personal goals, such as planning for and funding their children’s’ education, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. Everything I do takes into account clients’ personal perspectives and priorities. I aim to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals.
I believe that communication is instrumental to success in managing life’s challenges. That’s why I work to engage families in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be invested.
Wealth Management is a dynamic, ongoing process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together through life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you. My job is to first understand what matters the most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your unique wealth management strategies if a when necessary over time.
My ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America allows us to devise strategies designed to help preserve, grow and distribute your wealth. I strive to exceed client expectations through our proactive approach to communication, my attention to personalized service, and commitment to continuing financial education.

I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

  • LANGUAGES

    English, Persian & Spanish

  • EDUCATION

    University of Southern California

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

As a Merrill Lynch financial advisor, I take the time to understand what’s important to high-net-worth investors, and I customize strategies around their priorities, risk tolerance, time horizon, liquidity needs and goals. I’m committed to applying Merrill Lynch’s Goals-Based Wealth Management process to help clients pursue their most meaningful objectives, including those related to the lifestyle they wish to achieve and helping them secure a legacy that lasts beyond their lifetime.

Philosophy

I believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, I will work with you to develop strategies that are designed to address your priorities and financial needs.

Approach

My approach to investing is grounded in an understanding of you. It all begins with a conversation. I take the time to get to know you—your kids’ names, how hard you worked to get where you are and how you define success. I'll work together to understand your investment personality, prioritize your goals and build a financial strategy that reflects your needs. I believe investors can benefit from our advice, access to the investment insights offered by Merrill Lynch and the banking convenience of Bank of America. When it comes to your success, there’s only one financial strategy that really matters — yours.

Capabilities

My ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America allows us to devise strategies designed to help preserve, grow and distribute your wealth. I strive to exceed client expectations through our proactive approach to communication, my attention to personalized service, and commitment to continuing financial education.

Focus On Special Needs

There are few gifts as meaningful as that of a parent providing for the financial security of their children. And while I can help any investor pursue their unique financial goals, my primary focus is on working with parents of children with special needs or disabilities.

I take great pride and joy in helping parents like you create and integrate special needs strategies as we keep in mind your other financial goals in life. That’s why I take the time to sit down with new clients and listen carefully as we explore the following seven life priorities together.

  • Health: Managing healthcare expenses, now and in the future.
  • Home: Upsizing, downsizing, remodeling or buying a vacation home.
  • Family: Taking care of your family and other people in your life.
  • Leisure: Spending your free time in meaningful ways.
  • Giving: Volunteering, mentoring others and giving to charities.
  • Work: Working in retirement, selling or starting a business.
  • Finance: Bringing it all together and defining your financial goals.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*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.

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.