Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Ali's goal is to be a trusted advisor to individuals and families. He provides a personalized wealth management process based on clients' unique goals, time horizons, liquidity needs, and temperament towards risk.
He guides clients through the employer benefits maze to pursue the financial freedom, and retirement they envision. Ali understands that we are living longer, and spending decades in retirement while caring for parents and children. He provides advice and guidance to clients to help remove some of the stress and uncertainties of retirement.
Ali advises clients on all aspects of their financial lives including:
With over 60 years of combined experience, Ali and his team give you access to the significant resources which have made Merrill Lynch a household name.
Ali joined Merrill Lynch in 1996 and has been in the Financial Services industry since 1993. He also served honorably in the US Army. He lives in Clive, with his wife, Jan, and son, Joshua. Ali and Jan are both heavily involved with their son's PTA and school volunteer work.
Contact Ali and his team of professional staff, and utilize their insights, breadth of experience, and wisdom to help you achieve your goals, wants, and needs. We look forward to working with you and helping you better prepare.
|Randy Rushenberg - Registered Senior Client Associate
Randy joined Merrill Lynch in 1983. He received his Bachelor's degree in Business from University of Iowa in 1983. He performs all administrative operations for clients.
Lyndsi Truka - Client Associate
Lyndsi joined Merrill Lynch in 2005 as a Client Associate. She handles account administration and client relationships. Lyndsi received her Bachelor's degree, in Industrial Psychology, from Northwest Missouri State University in 2004.
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.
Redwood High School
We along with your tax professional can help you understand how it might affect your investment strategy
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.