Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Harish Pasupuleti is a Senior Financial Advisor with Merrill Lynch Wealth Management who provides dynamic, personalized investment advice and long-term planning to individuals, families and small businesses. Harish leverages over 30 years of experience of the Flotteron Group, a team with a proven track-record of excellence, including Joseph Flotteron, a Barron's Top 1200 Financial Advisor in 2010, 2013, 2014, 2015, 2016, 2017, 2018, and 2019 (1).
As one of the Flotteron Group's dedicated wealth planners, Harish develops close relationships with clients to better understand their life, goals, and unique financial situation. Harish is a CERTIFED FINANCIAL PLANNERTM professional awarded by the Certified Financial Planner Board of Standards, Inc.
"Developing a financial strategy is useless if it is not easy for the client to understand or implement," explains Harish. "I take a more personal approach to my planning process, to ensure that plans are not only realistic, but clear and concise," he concludes.
Harish joined the Flotteron Group and Merrill Lynch Wealth Management in 2012. He graduated Cum Laude from Boston College's Carroll School of Management with a double concentration in Finance and Marketing and a minor in Philosophy.
Harish currently resides in Princeton, NJ, and is an active member of the Hun School of Princeton's Young Alumni Association.
Hun School of Princeton
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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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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.
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.
We put you first, every day.
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.