Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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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.
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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.