Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
6400 S. FIDDLERS GREEN CIRCLE
GREENWOOD VILLAGE, CO 80111
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Sameera Gupta helps clients accomplish their financial goals and simplify the financial complexities of their lives.
For more than 15 years, Sameera has been in the Financial Services industry with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. During her career as a senior level executive, she developed and launched financial products that catered to the needs of individuals and businesses. Sameera has developed a deep appreciation of people from various cultures and a strong understanding of global financial and banking products after having lived and worked on four different continents.
The combination of her professional and global experience allows Sameera to serve senior corporate executives that often have unique and complex situations including concentrated stock options, restricted securities, deferred compensation, and estate planning needs. This includes end to end wealth management for both short and long term goals.
Sameera supports various NGOs focused on bringing long-term benefits to families and communities in need. One that is very close to her heart is Africa Tikkun, an organization that works toward a better future for children from disadvantaged backgrounds.
Sameera and her husband reside in Englewood. She has a son entering college, and her daughter lives and works in Boston. Sameera is an engaging person with a variety of interests such as cooking for friends and family, oil painting, yoga, and hiking. She is an avid fan of college basketball and the NFL. Sameera is fluent in Hindi.
English, German & Hindi
MS Comp Science, Allahabad Univ, India
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Senior Wealth Management Lending Officer NMLS # 18144
Structured Credit Executive
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.