Rajiv Dadlani
Senior Vice President, Senior Financial Advisor
555 California St
San Francisco, CA 94104
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As your Merrill advisor, I can provide you with advice and guidance to help you develop a personalized financial strategy — and help you consider your risk tolerance, time horizon and liquidity needs.

Rajiv Dadlani is a Senior Vice President, Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. Rajiv joined Merrill in 2014 and draws on more than twenty years of financial services experience in his role as a Senior Financial Advisor.

Rajiv advises individuals – entrepreneurs, executives, and their families – on net worth management, taking into consideration all their assets and liabilities and constructing balance sheets appropriate for their needs.

Rajiv develops capital growth and capital preservation strategies as relevant for each client’s taxable and tax-deferred portfolios – using equities, equity derivatives, bonds, ETFs, specialist funds, and alternative investments. For clients with concentrated stock exposure, Rajiv is able to construct customized hedging strategies and advise on related approaches that increase tax efficiency.

Rajiv also works with startup companies and advises them on setting up and structuring retirement plans – as a differentiator for employee recruitment and retention.

Previously, Rajiv worked as an advisor on investment banking transactions, including domestic and cross-border M&A and capital-raising, and as a buy-side equity research analyst.

Rajiv has an undergraduate degree in economics from the London School of Economics and Political Science, and an MBA in finance from London Business School. Rajiv has also completed coursework in valuation and financial restructuring at Harvard Business School.

*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 Financial Advisor.

*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.

*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

About Me

As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

About Merrill

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.

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Rajiv Dadlani is registered to do business in AR, CA, CO, FL, GA, HI, MA, MD, MT, NH, NJ, NM, NV, NY, TX, VA, WA.