Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
In her position as Financial Advisor, Anita Srivastava helps high-net-worth individuals create customized strategies, advice, and recommendations for their wealth management needs. Anita places great focus on understanding her clients on a holistic and personal level, providing specifically tailored advice that is customized to meet her clients' specific needs. Anita also assists clients through the greatest transitions of their lives. Guiding them through these periods of change she is passionate and focused in helping her clients work toward their goals.
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 5 years. 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 is currently a member of the Rotary Club of Ridgewood. 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 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 Womans Club and the Rotary Club. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
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Wealth Management Banking Specialist
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.