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“The two most important days in your life are the day you are born and the day you find out why.”
― Mark Twain
Profile
Sharam Pavri is a Financial Advisor with Merrill. Sharam works closely with wealth creators, engineers, executives, and wealthy families, helping them align the many moving parts of their wealth. He takes great satisfaction in connecting clients to the ideas, opportunities, and offerings that can have a measurable impact on their financial lives and legacies.
A former business owner, Sharam appreciates the many demands on clients’ time. He looks to restore ease to clients’ hectic lives, unwind financial complexity, and add valuable hours to clients’ schedules. People look to Sharam as a reliable resource for a host of needs, from tax-sensitive investing, alternative investments, insurance analysis, and higher-education savings, to budgeting, later-years planning, and access to lending through Bank of America. To each relationship, Sharam offers the knowledge he has gained from advising an accomplished clientele.
Born in the Middle East, Sharam grew up dividing his time in India, France, and Canada. He welcomes a diverse clientele, appreciating the vibrancy of each client’s story. His approach is consultative and informed by the distinctive interests of each client or family. Sharam also integrates the insights of locally based specialists at Merrill, maintaining steady momentum in resolving client needs and discerning next steps.
Prior to joining Merrill, Sharam spent more than four years as a Financial Advisor with J.P. Morgan Wealth Management. He began his advisory career in 2017 with Morgan Stanley. Earlier, Sharam spent 11 years as the founder and general manager of a company that designed, assembled, and marketed industrial thermal systems to a variety of industries, providing him with a sound perspective on the demands and decision points that entrepreneurs encounter.
Sharam earned his M.B.A. from Memorial University in Newfoundland, Canada, and his undergraduate degree from the University of Toronto, where he graduated with Academic Distinction.
In his free time, Sharam serves on several non-profit boards. He also enjoys sailing, hiking, and exploring the Bay Area. He and his wife reside in the Peninsula with their two sons.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Merrill Life Agency's California License Number 0522776
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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EDUCATION
University of Toronto
Memorial University of Newfoundland
Create a plan that is all about you.
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Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ross Morand
Alternative Investments Regional Specialist
Bank of America, N.A.
Rachel Kanter
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Joseph Espana
Wealth Management Banking Specialist
Merrill
Staying on Track
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.
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stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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No question too big or moment too small
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