Senior Financial AdvisorFirst Vice President-Wealth Management
2029 CENTURY PARK E.
Suite 2800CENTURY CITY,
Directions to BranchPhone:
Drawing from 30 years of extensive experience in the financial services industry, Bill Brahos works closely with his clients to achieve their short- and long-term financial objectives through highly-personalized recommendations. In addition to building wealth, Bill strives to build long-lasting relationships with his clients, sustained by his knowledge, commitment and service within any market environment. Through customized strategies, he helps individuals and businesses determine their wealth management needs, taking into account goals, timelines, and risk tolerance. He presents quarterly progress reviews, making adjustments as necessary. His in-depth and personalized strategies address a wide range of financial needs, including:• Portfolio management• Education planning• Retirement planning• Insurance planning• IRA rollovers and management• Trust and Estate Planning Services• Corporate cash management options• Business transition planning• Individual wealth preservationBill's thorough understanding of these requirements, coupled with consistent communication, ensures that clients can make financial decisions with confidence.
Bill has been with Merrill Lynch since 1994, initially selling corporate bonds to institutional clients at the Los Angeles Institutional Sales office. Currently, he serves as First Vice President-Wealth Management and Senior Financial Advisor in the Century City Office, focusing on maintenance of customized equity and bond portfolios within the Personal Investment Advisory ® Program (PIA). As a Portfolio Manager in PIA, he can use proprietary model portfolios and tailor investment strategies to your unique needs and goals. Bill holds a B.A. in Economics and French from the University of Notre Dame. Additionally, Bill obtained an MBA at Duke University after four years of working experience in commercial banking. He then sold high-yield corporate securities to institutional accounts at three national money center banks. As a Duke alumnus, Bill participates in the annual admissions process by interviewing prospective students.
William Brahos is registered to do business in:AL, AZ, CA, CO, DE, FL, GA, IL, MA, ME, MI, NC, NE, NJ, NV, NY, OR, SC, TX, UT, VA, WA
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