ABOUT SHALOM

Shalom Azar is a Senior Financial Advisor with the Fischman Azar Group. His team serves families and business owners with comprehensive wealth management.

Shalom works closely with clients who value disciplined planning, clear guidance, and a boutique level of service backed by world-class resources.

Shalom began his career at Merrill Lynch, where he developed the investment and planning philosophy that still anchors his work. Shalom later joined Morgan Stanley, gaining additional experience across market cycles and client needs.

EXPERIENCE

2021 – 2025
Financial Advisor — Morgan Stanley

At Morgan Stanley, Shalom delivered planning-led advice with discretionary portfolio oversight for a broad range of clients. During this period, the team was recognized on Forbes’ 2025 Best-in-State Wealth Management Teams list (then at Morgan Stanley), compiled by SHOOK Research.
 
2019 – 2021
Financial Advisor Development Program — Merrill (Bank of America)

Shalom began his career in Merrill’s Financial Advisor Development Program, where he trained across financial planning, capital markets, and client servicing. He supported senior advisors and gained foundational experience that continues to inform his work today.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.