Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Venkata R Alluri, popularly called as "Raju Alluri" by friends and colleagues is a Financial Advisor working with Merrill in Lexington, KY and holds the Series 7 and 66 FINRA registrations.
Raju endeavors to establish deep and valued relationships. He provides personalized advice that considers every aspect of a client's life. Raju focuses on developing strategies for high-net-worth individuals, their families and their businesses to help them meet their long term financial objectives. In addition to investment recommendations, Raj can provide access to credit and lending services and wealth transfer strategies through Bank of America. Raju and his team are driven by providing uncompromising service and a far-reaching commitment to client's financial priorities.
Raju has over 20 years of professional work experience and held senior business leadership positions with multinational companies, most notably with Ashland Inc. and Valvoline, both in US and internationally. Prior to joining Merrill, he managed Investment Portfolio & Derivatives trading for (family owned) Arks Capital.
Raju was born in India and moved to US and has been living in Lexington, KY for the last 9 years. Raju graduated from Andhra University in India, where he received his MBA. .
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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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.