Nabeel Khaliq

Nabeel Khaliq, a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of extensive experience in investments, finance, and economics. Nabeel aids clients in establishing long-term financial goals and developing effective financial solutions tailored to individual risk tolerance, time horizon, liquidity needs, and investment objectives. His primary focus is on wealth creation and preservation. Nabeel's investment strategy revolves around asset consolidation, proper allocation, diversification, and the implementation of tactical investment approaches within a portfolio framework. Benefiting from Merrill Lynch's open architecture, he can choose investment strategies for clients without conflicts of interest. Supported by a team of specialists and the global resources of ML & Bank of America, Nabeel provides comprehensive advice on investment and retirement planning, education, charitable giving, trust and estate planning, insurance, non-profit endowment management, home financing, and commercial and investment banking. Beyond his role at Merrill Lynch, Nabeel has a rich background in investments, commercialization, and public-private partnerships, where he has spearheaded economic development initiatives and infrastructure strategies. He has also contributed to projects under the sponsorship of the World Bank, leveraging his expertise as an economist. Nabeel boasts profound knowledge of Islamic and Shariah-compliant financial products and solutions, having collaborated closely with professionals and institutions in Islamic finance. Based in Princeton, NJ, Nabeel finds leisure in golf and table tennis.