Chandra Dulam

While focus on data, primary driver of markets and investments, comes naturally to Chandra with his long years in investment and business careers, helping clients have the best lives they can, with the resources they have, is the reward Chandra enjoys in his professional life. When his clients are also his best friends, it’s an easy thing to do.

Chandra focuses on the long-term financial goals of his clients, proactively engaging with them to help them meet their complete wealth management requirements such as managing investments and risks for the long term, and implementing wealth preservation and transfer strategies.

Chandra works with affluent individuals and families, senior executives, specialized doctors, and small businesses to understand their medium and long-term financial needs and offer strategies to help them reach their goals using the entire suite of products and services through Merrill Lynch Wealth Management investment products, Bank of America banking offerings, and Bank of America Private Bank specialists, depending on his clients’ goals and financial sophistication.

Chandra graduated with a Chemical Engineering degree from Hyderabad, India, and has an MBA in Finance from University of Arizona. Between careers in investment and portfolio analysis, Chandra was a serial entrepreneur. Chandra is an avid reader of books on economics and markets, enjoys outdoors - kayaking and hiking, golf, full-bodied wine, and baking with his daughter.

Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

If you have want to discuss your goals-based wealth management strategies or talk about your financial strategies, please call for an appointment with Chandra.