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Rasheed A
Series 63, Series 66
New York, NY
Merrill
Rasheed Adewole is a Wealth Management Advisor with Merrill Lynch Wealth Management. He applies his experience as a former hospitality business owner to assist clients in navigating complex financial decisions. Rasheed emphasizes creating an open, personal dialogue to understand clients' priorities and develop tailored strategies that address multiple aspects of their financial lives. Rasheed’s approach focuses on integrating comprehensive data analysis with ongoing practical support to help clients pursue their financial goals. His expertise covers areas such as college education planning, executive compensation, family wealth management, retirement income, and small business strategies. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Certified 401(k) Professional (CKP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Rasheed earned a high school diploma from Archbishop Ryan High School and communicates in English, Turkish, and Arabic. In addition to his professional work, Rasheed is involved with Big Brothers Big Sisters. He has personal interests in cooking, hiking, horseback riding, music, photography, and traveling.
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