DAYANA MEDEVSKY is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Oster Group in Oakland, CA. Dayana joined the Merrill Lynch Thundering Herd in 2021. Dayana is a seasoned Financial Services professional that spent the past decade honing her craft at premier financial firms including JPMorgan, Citigroup, and BNP Paribas. The main reason Dayana chose to enter the Financial Services industry is her passion to help people, a desire that stems from deeply personal experiences. After her family immigrated to America, Dayana became a first-hand witness to the financial challenges the important people in her life would face. Those experiences gave Dayana insight into people’s need for an empathetic professional Life-Wealth Advisor who can offer tailored guidance and help people maximize their ever-evolving lives.
A proponent of positive psychology, Dayana believes that happiness, health, and finances are intimately intertwined forces in your journey toward self-actualization. Dayana works with a strong sense of purpose to help you in defining life goals, establishing priorities, and adjusting financial strategies to help you flourish as a human being throughout your life journey. Dayana leverages her out-of-the-box problem solving skills to assist clients like you every day with their investments, banking, retirement, lending, insurance, and estate needs. Her unique One-Stop-Shop Wealth Management approach is grounded in building a collaborative, long-term relationship with you and your family – a partnership founded on trust, compassion, respect, and concierge-level service.
Dayana is a first-generation immigrant born in Bulgaria. She graduated magna cum laude from UC Berkeley and holds two Bachelor of Arts degrees in Psychology and Political Science. Curious by nature, Dayana spends significant time with people, learning about their families, professions, and interests, as well as their long-term aspirations. Dayana also delights in finding new ways to experience the natural world in all of its glory (i.e. through whitewater rafting, ziplining, skydiving, paragliding, etc.). She currently resides in Berkeley, CA.
My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. In working with you, I seek to understand not just your financial situation and investment objectives, but also your values and aspirations - both for yourself and for your family. I am committed to learning everything I can about you and developing a deep connection so I can give you the personalized service and attention you deserve. In short, your goals are my focus and helping you pursue them is my mission.
ChFC®, CFP®, CPFA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
