I joined Merrill Lynch Wealth Management in 2005 after having worked overseas for many years in a variety of roles in Banking - in India, Singapore and South Korea. In my role as Wealth Management Advisor, I focus on corporate executives, professionals and business owners to develop customized strategies to help meet their total wealth management needs. Using a well defined process I and my team help clients identify their financial goals and work with them to develop and implement an appropriate financial strategy to help meet these goals. Being involved in the community is important to me. I serve on the Executive Committee of the Women United Group of the United Way of Miami Dade. Charu holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, she holds the Certified Private Wealth Advisor® (CPWA®), and Certified Plan Fiduciary Advisor®, CPFA® designations. Charu has an undergraduate degree in Economics from St. Stephens College, Delhi and a Post Graduate in Management from the Indian Institute of Management.
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.
