Premlata Heryani

My name is Premlata Heryani and I am a seasoned financial professional with over 20 years of experience in the banking industry. Originally from India, I earned my bachelor’s degree in commerce before migrating to Canada in 2002. During my tenure at Scotiabank, I distinguished myself as a Senior Financial Advisor, where I provided expert financial guidance to clients for over a decade. My commitment to excellence led me to pursue and achieve the Personal Financial Planner (PFP) designation in Canada. In 2017, I relocated to the United States, where I continued to excel in my career. I have held significant roles at both Chase and Wells Fargo, serving as a Senior Relationship Banker and Senior Premier Banker, respectively. Throughout my career, I have been very passionate about helping individuals achieve their financial goals and this has forged me to create lasting relationships with clients from diverse backgrounds. Beyond my professional endeavors, I am deeply committed to giving back to our community. I volunteer with the Atlanta Sai Center and the Atlanta Mission, contributing to various charitable and social initiatives aimed at improving society. As a Merrill Lynch Financial Solutions Advisor, I bring in a wealth of knowledge, experience, and dedication to my role. I am driven by a desire to make a positive impact in the lives of my clients, leveraging my expertise to guide them toward financial success and security.