Eleni Passias

About Eleni Passias

For well over a decade, I\'ve had the good fortune to serve a largely referred clientele – prominent individuals who are drawn to my subject matter acumen and commitment to excellence. I am devoted to managing the complexities of their wealth and the myriad of factors that drive successful outcomes. Today, I co-lead the Passias Duley Smith Group at Merrill – experienced advisors who focus on addressing the financial needs of attorneys and other professionals. WHO DO I SERVE? Well-known attorneys at major law firms, physicians, entrepreneurs, and generations of their families in Chicago, New York and elsewhere. I TELL MY CLILENTS THAT I WILL: • Stand behind them – internally and with their other advisors – to help optimize every opportunity and get them what they need. • Educate whenever possible and give the very best advice I can – the kind I would provide my family. • Work closely with both spouses and explain clearly in simple terms their financial strategy, as well as their role in making thoughtful decisions. • Help them plan and prepare in advance – for circumstances they envision and those they don\'t. • Communicate clearly and maintain an intense focus on detail and accuracy. WHAT MAKES ME PROUD? I support an Arizona non-profit that brings quality education to children in disadvantaged areas. I am also deeply involved in the local Greek community and as a member of my church.

Experience

1. Resident Director - Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Sep 2022 — Present

Education

• New York University

  Bachelor's Degree

  1994 — 1998