Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Vivek Thoppay, CPWA® CIMA® CFP® CRPC®
Wealth Management Advisor
50 West San Fernando Street, 16th Floor
San Jose, CA 95113
(408) 283-3139, 1-800-933-5655 x3139
Vivek is a Wealth Management Advisor in the Global Wealth Management Division of Merrill Lynch in San Jose, CA. Vivek holds the Certified Private Wealth Advisor® (CPWA®) designation; the Certified Investment Management Advisor® designation: the CERTIFIED FINANCIAL PLANNER™(CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and the Chartered Retirement Planning CounselorSM (CRPC®) designation. He has been a financial advisor for over ten years with over 20 years of investment experience
Insisting on understanding the specific situations and goals of the clients he works with, Vivek endeavors to establish deep and valued relationships. He works with individuals, senior-level executives, business owners, corporations, endowments, and estates. Vivek provides clients with financial and investment strategies; cash management; transitional services; the construction, management and reporting of customized investment portfolios; wealth preservation and transfer; estate planning services and concentrated stock strategies.
|Vivek graduated from Santa Clara University, where he received his MBA degree in Finance. Prior to joining Merrill Lynch, Vivek worked at DuPont in finance and sales in the semiconductor division, technical marketing in the FREON® replacement group, and process engineering in the TEFLON® group. Vivek earned his Bachelor of Science degree in Chemical Engineering from the University of Virginia. Vivek is a Chartered Member of TiE Silicon Valley, an organization that helps young Silicon Valley entrepenuers start and build their businesses.
Vivek resides in Campbell, CA, with his wife, Mallika, and two sons, Saahil and Rishaan. Vivek was born in India and raised in the U.S. on the East Coast. Vivek has been in the San Francisco Bay Area for over twenty years.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Santa Clara University
University of Houston System
University of Virginia
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
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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.