Charu Narain
,
Vice President, Wealth Management Advisor
8840 S.W. 136th St.
Miami, FL 33176
305.252.5682
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Charu Narain is registered to do business in CA, DC, FL, HI, MA, MD, NC, NH, NY, PA, RI, TX, VT, WA.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.