Deepna Sidhu
As your Merrill advisor, I take the time to understand what’s important to you so I can provide personalized financial strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. I provide access to the investment insights of Merrill and to the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will work with you to adjust your approach, as necessary.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
