Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As financial services evolve and change with the industry, Shadi has made it his goal to better the lives of his clients by using his experiences and continued growth of knowledge to provide dependable and consistent wealth management strategies unique to each client’s financial life. As a Merrill Lynch financial advisor, Shadi focuses on deepening relationships with his clients by assessing their unique needs, goals, and preferences; using a holistic approach providing financial strategies to help the growth and achievements of financial lives and priorities. Shadi is committed to being the center of the firm’s differentiated business model by applying Merrill Lynch and Bank of America’s resources to ultimately create a strategic and organic plan aligned with clients’ goals and continued life changes; building strong relationships with his clients based on trust and a consistent delivery of excellent services.
Shadi has been in the financial services industry since 2016 with his team focusing on wealth management for decades. Shadi Maasri follows a disciplined process that begins with first taking the time to fully understand each client’s particular needs, concerns and priorities.
After earning a Master’s of Business Administration, MBA, concentrating in finance, Shadi has made it his core purpose to use his education, experience, and long-term goals to deepen and grow his relationships with his clients; understanding client’s life goals, priorities, resources, and life events. By positioning himself and the firm as specialized resources that will address any unique needs and goals for clients, Shadi will be able to differentiate himself by highlighting capabilities along with the advice and guidance of Merrill Lynch and Bank of America.
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.
Wayne State University
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.