Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Nithin helps clients simplify their financial lives by designing customized wealth management strategies that allow them to build, manage and preserve their wealth.
For nearly a decade, Nithin has been serving a global clientele which includes affluent individuals, families and business owners. Prior to joining Merrill Lynch, he was a financial center manager with Bank of America. He has a unique background, having lived and worked in four countries and gaining management experience in the fields of hospitality, retail and financial services.
Nithin is currently part of a wealth management team of three financial advisors at Merrill Lynch. They have a combined experience of over 50 years guiding clients to their desired financial destinations. Clients can expect Nithin to build long-term relationships that encourages open communication and thereby becoming an essential finance resource. He employs a goals-based approach to wealth management that begins by understanding the client’s goals and determining the true purpose of their wealth. He then recommends a tailored investment strategy to address each goal. Whether the goal is a secure retirement, education planning, enhancing charitable giving or multi-generational wealth transfer, he strives to achieve the right balance of risk and return for his clients. Nithin believes that the true measure of success is whether a client is able to achieve their goals. He strives to deliver a customized, consistent experience that goes beyond portfolio management.
Nithin and his wife, Nancy, understands the importance of giving back to their community. They actively participate in volunteer efforts through their church, helping local and international communities.
When he is not working, Nithin enjoys cooking, spending time with friends and family and exploring the world through travel.
English, Hindi, Malayalam & Tamil
Institute of Hotel Management
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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.
Wealth Management Lending Officer NMLS # 501024
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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Your advisor is a click away within our site or mobile apps
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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. 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.