Tania Banach

Tania Banach, CRPC™
Financial Advisor
Tania began her career with Bank of America and Merrill in 2015 and entered the financial services industry in 2018. With a strong passion for helping individuals and families achieve financial independence and security, she brings dedication and expertise to every client relationship. Tania is committed to providing personalized guidance and supporting her clients in building and preserving their financial futures. Throughout her career, Tania has successfully guided clients through various life stages, from wealth accumulation and retirement planning to estate preservation and legacy planning. Her focus lies in crafting comprehensive financial strategies that align with each client's individual goals, whether they are preparing for retirement, funding education, or optimizing tax efficiency. She does this by following a disciplined process that begins with listening to her client’s needs to help ensure every strategy. Tania has earned Merrill’s Senior Portfolio Advisor title and can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Outside of work, Tania enjoys staying active with yoga and spending time outdoors. She loves hiking with her husband, Brian, her daughter, Lily, and their dog, Joon, exploring new trails and appreciating nature together.