2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Shahram Hazany
Shahram Hazany has been with Merrill Lynch Wealth Management since 2004, advising a select group of accomplished individuals and families across the U.S. with a focus on exit planning and guiding business owners through wealth management before and...
ABOUT SHAHRAM
Shahram Hazany has been with Merrill Lynch Wealth Management since 2004, advising a select group of accomplished individuals and families across the U.S. with a focus on exit planning and guiding business owners through wealth management before and after liquidity events. He leverages the full resources of Merrill Lynch to help clients maximize the impact of their wealth for generations, using a disciplined approach that uncovers true objectives and aligns tailored investment strategies with client goals. Shahram holds the CIMA®, CEPA™, and CPFA® designations and earned a Bachelor’s degree from UC San Diego and a Master’s degree from San Francisco State University.
