Cfp Shankar Iyer Email & Phone Number | Since joining the firm in 1993, I've never looked back. Instead, I've helped generations of client families look forward – to meaningful goals that form the core of my highly personalized, planning-based strategies. Today, I assist a highly educated and financially astute clientele that's as motivated as I am. My goal is to give clients a level of certainty. When a client realizes that he or she can satisfy a cherished financial objective, I share their optimism and joy. I SERVE A LIMITED CIRCLE OF CLIENTS AND THEIR FAMILIES: Some have managed their own wealth but require a cohesive strategy or added layer of sophistication and financial wisdom. Others are referred following a divorce or difficult transition. My "hands-on" approach can help them make informed decisions, not emotional ones. My clients include senior-level attorneys and corporate executives, surgeons and other physicians, business owners and creative professionals in Illinois and many other states. WHAT DO I BELIEVE? I deliver a seasoned perspective on market behavior and personal integrity. I speak with clients regularly, not when the calendar tells me to. I also engage with both spouses and their growing and adult children. When it comes to investments, I manage risk first and growth second. As a highly skilled, long-term investor, I use the firm's research to diversify each client portfolio across asset classes, rebalance with discipline, and aim for tax efficiencies. WHAT MAKES ME PROUD? I was named to Forbes "Best-in-State Wealth Advisors" List from 2018-2024 (*Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year).* I was also a firm-approved media representative for nine years – appearing on local network radio and television affiliates, and being featured in several publications. I currently sit on the board of Friends of Lane, the fundraising organization that supports Chicago's largest public high school. My family also supports The Shelby Goldstein Memorial School (which feeds and educates more than 300 orphans in Zambia, Africa). *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S.

Cfp Shankar Iyer

Since joining the firm in 1993, I've never looked back. Instead, I've helped generations of client f...
Chicago, Illinois, United States

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Cfp Shankar Iyer’s Email shankar_iyer@ml.com

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Cfp Shankar Iyer’s Location Chicago, Illinois, United States

Cfp Shankar Iyer’s Current Industry Merrill Lynch Wealth Management

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Work Experience

Merrill Lynch Wealth Management

Wealth Management Advisor, Managing Director

1993-08-01 00:00:00 - Present

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Cfp Shankar Iyer is located at
Chicago, Illinois, United States

Cfp Shankar Iyer is a Since joining the firm in 1993, I've never looked back. Instead, I've helped generations of client families look forward – to meaningful goals that form the core of my highly personalized, planning-based strategies. Today, I assist a highly educated and financially astute clientele that's as motivated as I am. My goal is to give clients a level of certainty. When a client realizes that he or she can satisfy a cherished financial objective, I share their optimism and joy. I SERVE A LIMITED CIRCLE OF CLIENTS AND THEIR FAMILIES: Some have managed their own wealth but require a cohesive strategy or added layer of sophistication and financial wisdom. Others are referred following a divorce or difficult transition. My "hands-on" approach can help them make informed decisions, not emotional ones. My clients include senior-level attorneys and corporate executives, surgeons and other physicians, business owners and creative professionals in Illinois and many other states. WHAT DO I BELIEVE? I deliver a seasoned perspective on market behavior and personal integrity. I speak with clients regularly, not when the calendar tells me to. I also engage with both spouses and their growing and adult children. When it comes to investments, I manage risk first and growth second. As a highly skilled, long-term investor, I use the firm's research to diversify each client portfolio across asset classes, rebalance with discipline, and aim for tax efficiencies. WHAT MAKES ME PROUD? I was named to Forbes "Best-in-State Wealth Advisors" List from 2018-2024 (*Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year).* I was also a firm-approved media representative for nine years – appearing on local network radio and television affiliates, and being featured in several publications. I currently sit on the board of Friends of Lane, the fundraising organization that supports Chicago's largest public high school. My family also supports The Shelby Goldstein Memorial School (which feeds and educates more than 300 orphans in Zambia, Africa). *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S.