Focusing on client goals, Seena utilizes global resources and innovative web technology to help families pursue the financial lifestyle that is most meaningful for them. His goals-based wealth management process results in client relationships that are collaborative - with full transparency, high standards, and a sense of purpose.
By identifying each client's unique goals and needs, Seena can help develop custom tailored strategies based upon the client's risk tolerance, time horizon, liquidity needs, and overall investment goals.
Clients can expect to receive personalized advice and access to the specialized investment services required, with outstanding service.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
