Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Dahri has a deep understanding of the often complicated financial needs of uniquely successful families and individuals. He is passionate about helping clients pursue their financial goals, whether professional, personal or a combination of both. Dahri’s approach is collaborative, consultative and committed to excellence. His focus is working with clients to develop effective, personally tailored strategies to help pursue short and long term goals. He does this by leveraging the investment insights of Merrill and providing access to the banking convenience of Bank of America.
Dahri earned his bachelor’s degree in Finance at the Smith School of Business at the University of Maryland. While at the University of Maryland, Dahri competed on the Men’s Track and Field team. He is a current resident of Bethesda, MD, where he enjoys running, volunteering in the community, and cheering on the Terps.
University of Maryland - Robert H. Smith School of Business
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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.
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Insurance Associate Specialist
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.