Pavinderjit Kooner
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Pavinderjit Kooner is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies tailored to clients’ unique financial situations and goals. He works closely with clients to understand their short-, mid-, and long-term objectives, providing guidance in areas such as retirement planning, college education funding, family wealth management, legacy planning, tax minimization, and small business strategies. Pavinderjit also facilitates access to the investment insights of Merrill Lynch and the banking, lending, and financing solutions of Bank of America.
With expertise as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Pavinderjit supports clients through all stages of wealth management, addressing concerns related to investing, retirement income, and employee financial health. His approach centers on uncovering what matters most to clients and creating flexible strategies to help them pursue their financial goals amid evolving market conditions.
Pavinderjit holds a Bachelor’s Degree from San Francisco State University. Outside of his professional work, he has personal interests in cooking, football, music, and traveling.
Expertise
College savings (529s, UTMA, etc.)
Wealth management
General retirement planning
Retirement income strategy
Tax-loss harvesting
Work history
Bank Of America, N.a.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
Bank of America, N.A.
2017 - 2022 (5 years)
Unemployed
2016 - 2017 (1 year)
The Around Campus Group
2016 - 2016 (1 year)
Safeway
2015 - 2016 (1 year)
San Francisco State University
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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