Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 & Hindi
MS Comp Science, Allahabad Univ, India
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Senior Wealth Management Lending Officer NMLS # 18144
Structured Credit Executive
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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.
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