Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Financial Advisor, Manesha brings over twenty two years of financial services industry experience to her clients. She incorporates a goals based approach to working with her clients to understand their purpose and intent for the money. Manesha adds value in her client’s lives by helping them develop a long term strategy tailored to meet their unique needs, goals, and investment preferences. She brings a focus of overall risk management while employing tax minimization strategies to preserve and grow wealth for future generations.
Manesha joined Bank of America Merrill Lynch in 2006 as an Investment Consultant under the Chief Investment Office, providing investment management and portfolio construction experience to financial advisors and their clients. In this capacity, she gained a broad understanding of the resources, products, and strategies available at the firm.
Manesha obtained the Certified Investment Management Analyst® certification (administered by the Investments & Wealth Institute™ and taught in conjunction with The Wharton School, University of Pennsylvania) in 2005. She is a graduate of Towson University in Maryland, with a B.S. in Business Administration with a concentration in Finance and Economics.
Manesha is passionate about helping her clients invest with passion and purpose and spends her time on various global social impact initiatives. She is an immigrant from India and understands the importance of family values, culture, and philanthropic goals among her diverse clients. Manesha is an advocate for promoting financial literacy for women. As a previous board member for Bank of America Merrill Lynch’s Leadership, Education, Advocacy and Development for Women (LEAD) Group, she volunteers her time to promote the advancement of young women within the organization and outside organizations such as Dress for Success and mentorship programs.
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
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
*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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 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.