Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
While focus on data, primary driver of markets and investments, comes naturally to Chandra with his long years in investment and business careers, helping clients have the best lives they can, with the resources they have, is the reward Chandra enjoys in his professional life. When his clients are also his best friends, it’s an easy thing to do.
Chandra focuses on the long-term financial goals of his clients, proactively engaging with them to help them meet their complete wealth management requirements such as managing investments and risks for the long term, and implementing wealth preservation and transfer strategies.
Chandra works with affluent individuals and families, senior executives, specialized doctors, and small businesses to understand their medium and long-term financial needs and offer strategies to help them reach their goals using the entire suite of products and services through Merrill Lynch Wealth Management investment products, Bank of America banking offerings, and Bank of America Private Bank specialists, depending on his clients’ goals and financial sophistication.
Chandra graduated with a Chemical Engineering degree from Hyderabad, India, and has an MBA in Finance from University of Arizona. Between careers in investment and portfolio analysis, Chandra was a serial entrepreneur. Chandra is an avid reader of books on economics and markets, enjoys outdoors - kayaking and hiking, golf, full-bodied wine, and baking with his daughter.
Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
If you have want to discuss your goals-based wealth management strategies or talk about your investment strategies, please call for an appointment with Chandra.
English, Hindi & Telugu
University of Arizona
University of Connecticut
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.