Merrill Lynch Financial Advisor Ismat Jaffer-Khimani Earns Chartered Retirement Planning Counselor Certification
Merrill Lynch Financial Advisor Ismat Jaffer-Khimani Earns
Chartered Retirement Planning CounselorSM Certification
Crystal Lake, Illinois, August 13, 2012 – Merrill Lynch today announced that Ismat Jaffer-Khimani, Financial Advisor, recently earned the Chartered Retirement Planning CounselorSM (CRPC®) certification awarded by The College for Financial Planning. This specialized education credential is awarded to individuals who are trained in providing holistic advice on pre-retirement and post-retirement planning.
“Ismat’s specialized training is a reflection of her deep knowledge of the industry, as well as her dedication to working effectively with clients to help them reach their financial goals,” said Dave Conrad, Complex Director. “This recognition is well deserved and is a testament to Ismat’s commitment to bringing personalized wealth management solutions specific to retirement to her clients.”
Khimani, a resident of Crystal Lake, Illinois, joined Merrill Lynch in 1998. She received a bachelor’s degree from Illinois Benedictine University. Khimani is located in the Crystal Lake Merrill Lynch office at 360 Memorial Drive and can be reached at (815) 788-2405 or by visiting http://wealthmanagement.ml.com/WM/pages/CustomBranch.aspx?pageurl=%2fcrystal_lake_il.
Merrill Lynch Global Wealth Management
Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With more than 17,500 Financial Advisors and more than $1.8 trillion in client balances as of June 30, 2012, it is among the largest businesses of its kind in the world. Within Merrill Lynch Global Wealth Management, the Private Banking & Investment Group provides tailored solutions to ultra affluent clients, offering both the intimacy of a boutique and the resources of a premier global financial services company. These clients are served by more than 150 Private Wealth Advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.
Source: Bank of America. Merrill Lynch Global Wealth Management (MLGWM) represents multiple business areas within Bank of America’s wealth and investment management division including Merrill Lynch Wealth Management (North America and International), Merrill Lynch Trust Company, and Private Banking & Investment Group. As of June 30, 2012, MLGWM entities had approximately $1.8 trillion in client balances. Client Balances consists of the following assets of clients held in their MLGWM accounts: assets under management (AUM) of MLGWM entities, client brokerage assets, assets in custody of MLGWM entities, loan balances and deposits of MLGWM clients held at Bank of America, N.A. and affiliated banks.
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