Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Virani Group is a team within Merrill Lynch. Through the investment platform at Merrill Lynch and banking solutions at Bank of America, we provide our clients with customized strategies for their entire financial life.
What We Do
It’s simple: We create and implement an investment and wealth management strategy for clients.
We are committed to a process that is designed around our clients.
1. Understand Goals
2. Implement Strategy
3. Review Progress
Who We Are
Anthony is a Financial Advisor on the Virani Group. Anthony earned a Bachelor's degree in education from Trinity Christian University. Anthony spent some time as a relationship manger in the banking center before moving to an advisor role in order to assist his clients in creating and implementing a plan to help them reach their financial goals. Anthony lives in Plainfield with his wife, Jackie, a middle school math teacher in Romeoville. In their spare time, Anthony and Jackie enjoy traveling, spending quality time with family and friends, and being active with their dog, Duncan.
Anthony primarily focuses on:
Meeting with clients
Creating and implementing strategies that align with your goals and wealth management plan
Discussing updates in markets or changes in your investment strategy
Billal Virani is the senior Financial Advisor on the Virani Group. As recognition for his excellent service and passion, Billal Virani has been named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List in 2017*. Billal earned a Bachelor of Arts in Economics from the University of Illinois at Urbana-Champaign. Billal also holds multiple professional designations, including the Accredited Asset Management Specialist (AAMS®) designation, the Accredited Wealth Management Advisor (AWMA®) designation, and the Chartered Retirement Plans Specialist (CRPS®) designation. Billal lives in Oak Brook with his wife, Faizah, a second grade teacher in Naperville. When they are not working, Billal and Faizah enjoy playing tennis, traveling and enjoying great food together.
Billal primarily focuses on:
Meeting with clients
Discussing updates in markets or changes your investment strategy
Creating strategies that align with your goals and wealth management plan
Shana Nye is a Client Associate who has fifteen years of experience in the financial services industry, seven of those years spent with Bank of America. She majored in Marketing with Rasmussen College and currently resides in Oak Brook. In her free time she enjoys traveling and spending time with family. Shana is responsible for all administrative functions for our team.
Shana can help you with:
Questions on your relationship with us
Opening new accounts
Transferring external accounts
Moving funds within Merrill Lynch accounts
Banking solutions through Bank of America
Gaining online access on My Merrill
Peggy Jordan is a Client Associate with The Virani Group. Peggy lives in Naperville with her husband Tom. In her free time, Peggy enjoys playing golf and spending time with her family.
Peggy can help you with:
Updating data in the wealth management plan
Creating customized illustrations for annuities and insurance
*Source: Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list, July 2017. For more information about the selection criteria, go to http://details-he.re/3oaPnX. Forbes is a trademark of Forbes Media LLC. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
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.
Trinity Christian College
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.