Ali Yavari

CRPC@ Vice President, Financial Advisor at Merrill Lynch

Role: Vice President at Merrill Lynch
Location: Newport Beach, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Ali Yavari

Retirement Strategies • Group Benefits (401k and other benefits) • Business…

Experience

Vice President
Merrill Lynch
Apr 2014 — Present · Newport beach, CA, US

Education

UC Irvine
Master's degree, Civil Engineering
2008 — 2009
UC Irvine
Bachelor of Science - BS, Civil Engineering
2004 — 2008

Skills

Primavera P6
Asset Allocation
Employee Benefits
Bridge
Construction
Statistics
Project Planning
Financial Analysis
Synchro
Retirement
Insurance
Investment Strategies
Securities
Civil Engineering
Road
Project Management
Management
Data Analysis
Autocad
Microsoft Office
Business Strategy
Transportation Planning
Finance
Contract Management
Construction Management
Strategic Planning
Financial Services

Contact information

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Work email
a••••••••@ml.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••31

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Current company

Merrill Lynch

Financial Services · 35K employees · New York, New York, United States

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html

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