Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Our focus is your goal. Simple.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017 & 2018
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017 & 2018
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 and 2018*
The Virani Group is a team within Merrill Lynch Wealth Management. Through the investment platform at Merrill 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
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 and 2018*. 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, and their daughter Amara. When they are not working, Billal, Faizah, and Amara 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
Anthony Ferrazzi is a Registered Client Associate who has twelve years of experience in client services, several of those years spent with Bank of America and Merrill. He graduated from Trinity Christian College. Anthony currently resides in Plainfield with his wife Jackie, a middle school math teacher. In their free time they enjoy traveling and spending time with family. Anthony is responsible for all administrative functions for our team.
Anthony can help you with:
Questions on your relationship with us
Opening new accounts
Transferring external accounts
Moving funds within Merrill 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:
Scheduling appointments
Updating data in the wealth management plan
Creating customized illustrations for annuities and insurance
Forbes' "America's Top Next-Generation Wealth Advisors"
Forbes "America's Top Next-Generation Wealth Advisors"
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.
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.
Trust Specialist
Merrill Lynch
Wealth Management Banking Specialist
Merrill Lynch
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #754761
October 16th, 2020|1:00 PM - 1:30 PM CDT
Please join us Friday, October 16, at 1 PM CDT, for a 30 minute market update.
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We look forward to seeing you virtually!
October 23rd, 2020|1:00 PM - 1:30 PM CDT
Please join us Friday, October 23, at 1 PM CDT, for for a 30 minute webinar focusing on key issues affecting the global preferred securities market.
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We look forward to seeing you virtually!
October 30th, 2020|1:00 PM - 1:30 PM CDT
Please join us Friday, October 30, at 1 PM CDT, for a 30 minute market update.
Click Here to Join
We look forward to seeing you virtually!
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. |
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