Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Kawa Najim has been helping people solve their problems for over 30 years – first as an electrical engineer and then as a financial advisor. He began his career at the age of 22 as a lowly technician and quickly worked his way up to the VP of engineering for a very large, publicly traded company. He was able to fulfill his lifelong dream when he started his own high-tech services company. He began with only two employees and grew it to a multi-million dollar business with operations in three states in only a few years. The company then merged with a publicly traded corporation.
During his many years working in the technology industry, he always enjoyed investing on the side. After he left his company, he began investing more heavily with a financial advisor. He soon grew dissatisfied with his financial advisor because he found the advisor’s approach narrow and product-specific.
Disillusioned with the financial advising industry, Kawa was inspired to become a financial advisor himself. He felt that with his unique background combined with his business and management experience, that he could provide excellent advice and guidance to others. In March of 2001, he began at Morgan Stanley Dean Witter as a financial advisor trainee and within five short months, he was a fully registered financial advisor. His goal all along has always been to help his clients. In 2005, he joined Merrill Lynch Wealth Management because he found their philosophy more in-keeping with his own. He then completed an accelerated course in 2007 and became a CERTIFIED FINANCIAL PLANNER™ professional.
Kawa always takes a holistic view when assessing his clients’ goals and needs. He first makes sure that he has a thorough understanding of his clients’ financial, personal, and psychological situation before developing a sound financial strategy.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as KIDS-N-NEED . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
California State University System
University of Baghdad
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.
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.