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Anita Srivastava

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Profile

As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Plans Specialist designee, Anita offers clients wealth management planning that encompasses virtually every aspect and stage of their financial lives. Anita's passion for all things financial began as a kid, where from an early age she was asking questions about finance from her teachers and at the dinner table. A lifelong student of the markets, today she shares her knowledge with numerous professional groups, women’s organizations, and not-for-profits, speaking frequently on such topics as Women and Wealth, Financial Planning, Leaving a Legacy, World Financial Markets and the Financial Challenges of Retirement and Divorce.

Anita has a diverse skill and work experience that makes her uniquely qualified in her position. Anita has a Doctorate in Economics from Columbia University and has extensive experience in capital markets and application of economic theory to finance and investments. Anita has worked in the financial services industry for the past 6 years and at Merrill since 2017. 

Prior to this Anita was an Advisor at Morgan Stanley where she assisted other Financial Advisors with Financial Planning and Wealth Management for their clients. She was also a faculty at Ramapo College of New Jersey where she taught Business and Economics courses. Prior to that she worked at The Center for Business Innovation (E&Y), a business strategy and innovation think tank based in Cambridge, Massachusetts where she worked with senior executives. Anita also worked as an Economic Consultant at the World Bank in Washington D.C. focusing on topics of International Finance and Economic Development.

Anita believes in finding a balance between work, family, and community, and is dedicated to helping the community with the same passion she has for business. Anita is the President of The Woman’s Club of Ridgewood, where she has been a member since 2006, and a member of North Jersey Association of Women Business owners. She is also a past Vice President and Trustee for Ridgewood Education Foundation helping her immediate education community pursue their Tradition for Excellence. In her spare time she enjoys spending quality time with her family in Bergen County, NJ, by the shore in Mantoloking, NJ and various international travels. She also enjoys tennis, squash, swimming, and cooking and has competed in various regional and sectional USTA tournaments.

Our team is involved with local communities, assisting charitable organizations such as Ridgewood Woman's Club, and the Rotary Club. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.

  • LANGUAGES

    Hindi

  • EDUCATION

    Columbia University

    St Xaviers College

Additional Resources

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.

Kevin Kissane

Kevin Kissane

Wealth Management Banking Specialist

Merrill

Natalie De La Calle

Natalie De La Calle

Alternative Investments Regional Specialist

Bank of America, N.A.

Michael K Costo

Michael K Costo

Retirement Specialist

Bank of America, N.A.

Past Events

Conversation with Caroline Johnson, author of Jet Girl

Online, https://lnkd.in/efsjDRs

March 23rd, 2021|4:30 PM - 5:30 PM EST

In recognition of International Women’s Day, please join us us for an insightful and interactive conversation with Caroline Johnson.
After spending the last ten years as a Navy F/A-18, Weapons Systems Officer flying fighter jets, managing programs, and instructing leadership at the US Naval Academy, Caroline shares the leadership lessons she learned in the Navy to educate, empower, and inspire!

Fireside Chat with Caroline Johnson
Tuesday, March 23rd @ 4:30 p.m.

Secure your spot today by clicking the link below to register.

    Managing Director, Senior Macro Strategy Analyst, Chief Investment Office, Merrill and Bank of America Private Bank
    Market Outlook 2021: Gateway to the New Frontier

    Virtual via Vercast, https://www.veracast.com/webcasts/bofa/merrill/idgcm4DM.cfm

    April 8th, 2021|4:30 PM

    From virus waves to vaccines and encouraging therapeutics. From shutdowns, phased
    re-openings and re-imposed restrictions toward full economic recovery. And – a transition
    to a new administration likely to bring shifts in trade policy and the U.S.-China
    relationship. Please join us as the Chief Investment Office discusses key dynamics, as
    well as steps investors can consider to prepare for what may lie ahead.

      Will you be Ready?
      The New Retirement. Will you be Ready?

      https://www.ml.com/articles/register_new_retirement.html

      March 18th, 2021|2:00 PM EST

      Featured Speakers and Panelists

      ·         Andy Sieg (Host), President of Merrill Lynch Wealth Management
      ·         Ken Dychtwald (Keynote), Age Wave co-founder
      ·         Lorna Sabbia, Head of Retirement and Personal Wealth Solutions
      ·         Chris Hyzy, Chief Investment Office
      ·         Surya Kolluri, Managing Director, Retirement Thought Leadership

      Discussion topics will include
      ·         What emerging trends may mean when planning for retirement
      ·         Retiring earlier than expected — or working longer remotely
      ·         Medical advances driving increased longevity or quality of life in retirement
      ·         Investment strategies and other steps pre-retirees can take now to adapt to new realities

        Where do we begin? It starts with you.

        At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

        Understanding Your Life

        Approach

        I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

        Capabilities

        My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

        Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

        Focus On Individuals, Families and Small Businesses

        I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

        • Health: Managing healthcare expenses, now and in the future
        • Home: Upsizing, downsizing, remodeling or buying a vacation home
        • Family: Taking care of your family and other people in your life
        • Leisure: Spending your free time in meaningful ways
        • Giving: Volunteering, mentoring others and giving to charities
        • Work: Working in retirement, selling or starting a business
        • Finance: Bringing it all together and defining your financial goals

        This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

        Your approach to investing

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

        Understanding your goals and priorities

        Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

        Welcome

        My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

        Philosophy

        I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

        Your Financial Approach

        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.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        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.

        Staying on Track

        We understand that both your life and the financial markets can change over time. By 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.



        Reviews to help you
        stay on track

        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.



          Changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          #DigitalMerrill

          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

            Let’s Have a Conversation

            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.

            Why Merrill?

            As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


            Merrill_Capabilities_Brochure.png  

            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            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.