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
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial 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 Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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. 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.
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Drawing from our experience and the best thinking of Merrill Lynch, 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.