Profile

DAYANA MEDEVSKY is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Oster Group in Oakland, CA. Dayana joined the Merrill Thundering Herd in 2021. Dayana is a seasoned Financial Services professional that spent the past decade honing her craft at premier financial firms including JPMorgan, Citigroup, and BNP Paribas. The main reason Dayana chose to enter the Financial Services industry is her passion to help people, a desire that stems from deeply personal experiences. As a first-hand witness to the financial challenges faced by the important people in her life, Dayana recognized the need for an empathetic professional advisor that can offer tailored guidance and help people maximize their ever-evolving lives. That realization inspired Dayana to choose a career designed to assist people with virtually every aspect of their wealth management needs.

A resolute problem solver, Dayana is skilled in helping individuals and families think strategically about their financial futures. She believes that finances, health, and happiness are intimately intertwined. As a result, Dayana works with a strong sense of purpose to assist clients in defining their goals, establishing priorities, and adjusting financial strategies to help alter their life circumstances. Dayana strives to make clients’ financial lives easier so that people can enjoy greater security and confidence in pursuing their dreams. Her unique approach to wealth management is grounded in building collaborative, long-term client relationships founded on trust, compassion, respect and concierge-level service. 

Working with a team of specialists, Dayana and the Oster Group draw on the resources and insights of one of the largest global financial services companies to create strategies that reflect your aspirations for yourself and current and future generations of your family. We combine the attentive, responsive, and professional service of a small group with access to the intellectual capital, in-depth due diligence and top-quality research and technology of Bank of America/Merrill. The Oster Group provides guidance on wealth preservation and transfer, retirement planning, hedging and monetization of concentrated equity positions, tax-sensitive investing, and trusts and estate planning services. Our strategies are as dynamic as your life. We meet with you regularly to stay apprised of significant personal events and material changes to your finances and may suggest revisions to your strategies, if necessary, to keep them aligned with your aspirations and values.

Dayana graduated magna cum laude from UC Berkeley and holds two Bachelor of Arts degrees in Psychology and Political Science. In addition, she holds the Series 6, 7, 63 and 66 FINRA registrations and a California Life Insurance registration. She is a first-generation immigrant born in Bulgaria and is fluent in 4 languages (including her native Bulgarian). Curious by nature, Dayana spends significant time with people, learning about their families, professions, and interests, as well as their long-term aspirations. Dayana also enjoys exercising, trying new experiences (i.e. skydiving, whitewater rafting, ziplining, etc.), spending quality time with family and friends and being involved in her community. She currently resides in Berkeley, CA.

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