Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Arun holds an MBA in Finance from the University of Wisconsin - Madison, and a bachelor’s degree in Environmental Sciences from the University of Illinois at Urbana-Champaign. He also holds the Chartered Financial Analyst® designation from the CFA Institute.
Outside of work, Arun serves as vice chair on the board of directors for Clean Wisconsin, an environmental nonprofit founded in 1970 that advocates for clean air and water policies within the state and region.
Moreover, his background in environmental sciences and finance has provided a strong foundation for building portfolios within the framework of environmental, social and governance (ESG) investing. As more clients look to avoid certain investments that go against their social beliefs, or as they proactively seek-out investments that will have a larger positive impact on society, Arun constructs the requisite ESG portfolios to help meet those needs.
Along with financial advice and investment management, Arun and his team provide guidance in the following areas:
-Personal Retirement Planning
-Estate Planning Services
-Philanthropy & Charitable Giving
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
University of Wisconsin - Madison
University of Illinois at Urbana-Champaign
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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.
ISG Portfolio Strategist
Wealth Management Banking Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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As Merrill Lynch Wealth Management Advisors, we will sort through the financial
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.