Janene Pirbhai
Advisor at Merrill
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.
Advisor at Merrill
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.
Firm
Merrill
Location
Portage, MI 49002
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Janene Pirbhai is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her financial services career in 1991 and has concentrated on integrating wealth management with portfolio management. Janene holds several professional designations, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Western Michigan University.
Janene’s client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Her approach emphasizes aligning clients' portfolios with their priorities by listening carefully to their needs and ensuring each strategy supports their goals. Janene leads a team of culturally diverse investment professionals to help clients achieve their financial objectives using a full range of resources from Merrill Lynch and Bank of America.
Residing in Kalamazoo, Michigan with her husband Erfan, Janene has raised three children and is involved in community initiatives such as Girl Scouts, Inner City Youth for Change, Love & JENGA, and the YWCA. She has hiked Mount Kilimanjaro six times and has helped over 100 individuals reach the summit since 2012.
Bank of America, NA
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1991 - Present (35 years)
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