Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Tahira has been in the financial industry focusing on comprehensive wealth management for over 20 years and with Merrill Lynch Wealth Management since 2006. She has most recently acquired her Certified Private Wealth Advisor designation from the Investments and Wealth Institute™ as well as the Certified Investment Management Analyst designation from the Investments & Wealth Institute™ and taught in conjunction with The University of Pennsylvania's Wharton School of Business.
She and her team incorporate integrity, advocacy and process to help clients address the complex challenges of enhancing, preserving, and managing their wealth. By utilizing the resources and intellectual capital of Merrill along with the banking capabilities of Bank of America, they are able to deliver a complete wealth management service to their clients and provide customized strategies to help affluent families, business owners and foundations solve and make informed decisions about their wealth today and tomorrow.
The heart of her business is focusing on long-term relationships that extend across multiple generations and that are cultivated through trust and communication. She serves only a limited number of clients in order to provide each relationship with the highest level of service and care, delivering a personalized, consistent experience. This experience is evident from her fifteen years of experience in hospitality at the Ritz Carlton Hotel.
In her spare time, Tahira volunteers with the Orangewood Foundation's 44 Women Auxiliary and enjoys hiking and yoga. She is an avid sports fan and has a passion for the performing arts, wine and travel. She has two grown sons and two granddaughters Everley and Novalie.
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.
Saddleback Community College
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.