Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Chartered Retirement Planning Counselor certificant and a Senior Portfolio Advisor, Senior Financial Advisor, Shervin Saedinia approaches your personal and financial goals strategically and sensibly with your specific financial situation in mind. Sound investment management, retirement planning, home and real estate lending, business financing, and life insurance strategies are among the many services that she provides within the framework of her wealth management process. Shervin provides personalized investment advice and financial services to affluent and high net-worth clients with an emphasis on risk management. Striving to make your options clear to you, Shervin offers thought out and customized financial advice. Furthermore, Shervin works closely with clients and their other trusted advisors—including attorneys, accountants, third-party administrators—to address tax, philanthropic, retirement plan design, and estate and wealth transfer strategies.
Born and raised in Los Angeles, Shervin earned her bachelor’s degree from Syracuse University where she was a scholarship athlete in tennis and her MBA in Management at California State University of Northridge. Prior to joining Merrill Lynch Wealth Management in 2011, she worked as an advisor to Best Buy and Amazon in the technology sector as well as an advisor in philanthropy, linking donors to the National MS Society. In her spare time, she enjoys the outdoors, has a passion for teaching and playing tennis, volunteers for the Farhang Foundation, and loves to travel.
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.
English & Persian
California State University of Northridge
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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.