Nandi Gunning
Nandi brings deep experience and a broad wealth management perspective to relationships with a select group of families, individuals, and entrepreneurs. She applies her extensive investment background and planning focus to help clients create strategies for using their significant wealth to pursue their goals, dreams and aspirations at every stage of their lives.
As the “eyes and ears” on a client’s financial life, Nandi offers guidance in areas ranging from cash-flow analysis and tax-efficient portfolio management to strategies for concentrated stock, retirement planning, and transferring wealth to the next generations. She also helps business owners think through strategies for selling a business or passing it on to family members.
Nandi joined Merrill Private Wealth Management after eight years as a financial advisor and portfolio manager at Morgan Stanley. Previously, she was a principal consultant at a global consulting firm and a senior equity analyst for a single-family investment office in San Francisco. She started her career as an auditor at PriceWaterhouseCoopers. Nandi holds the Chartered Financial Analyst® (CFA®) designation. She is a member of the CFA® Institute and the CFA® Society of San Francisco, and mentors university students for the annual CFA® Institute Research Challenge.
Nandi earned her B.S. degree in management studies at the University of the West Indies and her MBA degree at Harvard Business School. Nandi lives in San Francisco with her husband and their long-haired German Shepherd.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*CFA® and Chartered Financial Analyst® are registered trademarks by CFA® Institute.
- MBA from Harvard Business School
- CFA Charter Holder
- Certified Exit Planning Analyst (CEPA)
- Series 7 and 66 licenses
- CPA ( non-practicing, not licensed)
- Insurance licenses in California (0J04707) and Florida (W332957)
- Member of the CFA Institute and CFA Society of San Francisco
- Member of the Leadership Council of HBS Community Partners of Northern California
- Always willing to try out the newest exercise trend.
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
