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- Trust & Estate Services2
- Education Funding Strategies1
Shyam is a Financial Advisor located in Princeton, NJ. He has been in financial services for over 18 years with a Master degree in finance along with advanced credentials. Shyam’s tenure over those years have enabled him to realize the need for prudent risk management during all kinds of market cycles while recommending tax-efficient wealth management services including Banking and Insurance strategies purely aligned to his client’s achievable goals and aspirations. Shyam and his team work with a wide range of clients who are individuals or businesses seeking comprehensive guidance.
Shyam is very passionate and deeply involved with many nonprofit’s, particularly charitable organizations in the community.
He currently serves as Advisor to the Board of Trustees at ACOD, the American Conference on Diversity. ACOD is dedicated to building just and inclusive schools, workplaces, and communities through awareness, education, and advocacy.
He also serves as a Trustee at an Indian Hindu faith based charitable organization that strives to uplift women and treat all as equal irrespective of race, color, gender or faith. He actively organizes cultural events to support local food banks and communities in need of assistance.
His long term ambition is to dedicate a sizable portion of his resources to help fight hunger and starvation for human beings across the globe.
English, Hindi & Tamil
University of Madras
University of Missouri-Kansas City
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Senior Wealth Management Lending Officer, NMLS #589277
Structured Credit Executive
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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.
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We will work to help you stay on track, regardless of what the markets are doing.