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Khawaja T

Series 66

Wall Township, NJ

Merrill

Khawaja Tariq is a Senior Vice President and Wealth Management Advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., where he has served since 2012. Bringing extensive experience in investment management, he started his career at The Northern Trust Company in 1998 and later worked at Morgan Stanley Smith Barney before joining Merrill. His areas of expertise include family wealth management strategies, personal retirement planning, philanthropic planning, socially responsible and ESG investing, and tax minimization. He holds a Bachelor's degree from DePaul University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition, he holds FINRA Series 7, 63, and 65 registrations. Fluent in Hindi, Gujarati, Urdu, and English, Mr. Tariq is committed to building strong client relationships and delivering personalized wealth management strategies tailored to individual goals. Outside of his professional activities, Khawaja Tariq is involved with the Muslim Community Center of Chicago and the Village of Morton Grove. His personal interests include golfing, tennis, and traveling.

Wealth management ESG / Sustainable investing Charitable giving & philanthropy General retirement planning General tax planning
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