Experience

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  Merrill lynch wealth management

  May 2012 - now

  Wealth management advisor, first vice president

  ➤ WHAT WE DO:The Wealth Management process can be a complex task for any individual and it's my goal to simplify the process so that you can focus on what really matters most to you. We provide Wealth Management services for Corporate Executives, Officers, Directors and other Key Employees➤ HOW WE DO IT:Our Executive Services Group and our Officer & Director Equity Service (ODES) was designed to specifically address the needs for managing the sale of stock for these Key employees. We provide a holistic wealth management approach which addresses Asset allocation, Tax minimization, Liquidity, Lending, Insurance & Estate planning servicesWe help you:✔ Choose the right Tax minimization Strategies that fits each individual's unique situation✔ Looking at all of your assets and implementing the best Asset Management plan for your assets✔ Philanthropic Services, and access to family offices and banking through Bank of America just to name a few.➤ WHAT MAKES US DIFFERENT:My focus is to help you define your goals, both quantitative and qualitative. From there, I will have a discussion with you around a custom tailored financial strategy that is built around those goals in mind. Once we agree to implement the strategy that is tailored for you, I will then follow up with a regularly scheduled review so as to help make sure we are still on track. As your goals change over the years, so will your portfolio strategy✔ Want To Learn More?:☏ 703-734-8068✉ [email protected]/ahmed.malik*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Show less