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Senior Financial AdvisorSenior Vice President-Wealth Management2029 CENTURY PARK E.
Suite 2800CENTURY CITY,
Drawing from 30 years of extensive experience in the financial services industry, Bill Brahos works closely with 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 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• Distribution options from employer sponsored plans*• 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. Bill is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, options, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. 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.*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.
William Brahos is registered to do business in : AL, AZ, CA, CO, DE, FL, GA, IL, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OR, SC, TX, UT, VA, WA
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