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Shyam is a Financial Advisor located in Princeton, NJ. He has been in financial services for over 16 years. 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 purely aligned to his client’s achievable goals and aspirations.
Shyam's vision is to build a practice that is designed towards meeting the growing demand from clients with their professionals - Transparency,Commitment and Credibility.
Prior to joining Merrill Lynch Shyam held various positions in financial risk management at various fortune 500 companies since he graduated from college (2001). Shyam attended the University of Missouri where he earned his MBA in Finance prior to which he attended the University Of Madras, India where he earned his Bachelors in Engineering.
In order to better serve his clients Shyam obtained the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investment Management Consultants Association after completing required coursework from University of Pennsylvania’s Wharton school of business.
Shyam was born in India and later on moved to the US in 1999. He currently lives in East Windsor, New Jersey with his wife, their 12 year old son and 8 year old daughter. He enjoys travelling with his family and his favorite time pass is learning and cooking various cuisines.
Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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
We along with your tax professional can help you understand how it might affect your investment strategy
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The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
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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.
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 give you peace of mind* that you're on track to help 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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*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. 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 financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.