Nadia Khan follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you. Nadia holds the CFA designation. Nadia is passionate about delivering excellent service. Nadia follow the deep-seated Merrill tradition of participating in the communities we serve. This drives her interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions, listen carefully, then understand in detail where your wealth stands today and where you'd like it to be tomorrow. we then design and implement a personalized plan for your family to pursue financial goals while managing investment risk. My approach is to focus on potential solutions that can turn your goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
