G K Sreenath
Financial Advisor
39 Churchville Rd
Bel Air, MD 21014
410.420.6029
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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.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
About Me
Welcome

I work with individuals, small business owners, corporate executives, and corporations to not only organize their portfolios but also provide comprehensive wealth management for the purpose of meeting meaningful financial goals. I focus on helping my clients develop their long-term financial visions, most appropriate to advancing financial areas of improvement in their individual lives. Specifically, I strive to accomplish this by cost-efficient strategies that involve a combination of investments and/or business holdings.

I believe that managing wealth goes beyond building investment portfolios. It means assisting my clients in defining what matters most to them in their preparation for their financial future

Along with a team of specialists I bring to each client the highest levels of financial service in realistic approach. I consult regularly with my clients, their attorneys, and accountants to aid them in strategies that help meet their financial aspirations. I'm very passionate about cultivating long-term relationships by providing exceptional service, custom-tailored advice, and a focused, disciplined application of wealth management.

My most urgent desire is to point out risks in their net-worth and identify apposite strategies to minimize them. I'm devoted to growing their wealth consistently to build their desired lifestyles and futures they envision.

Life comes with changes meaning there is no straight line, especially in the financial department. I can assist my clients in navigating through the cycles of life without letting them lose focus on such priorities. My clients deserve nothing less!

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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GOLIKAI SREENATH is registered to do business in DC, DE, FL, MD, NJ, NY, OH, PA, SC, TX, VA, WV.