Hetal Sethi

As a first-generation immigrant, I understand the importance of hard work, perseverance, and thoughtful planning in achieving financial success. This personal experience drives my passion for helping my clients navigate their own financial journeys. As a Chartered Retirement Planning Counselor™, CRPC™ Professional, I adopt a holistic approach to wealth planning and management, focusing on my clients' unique goals and priorities. By listening attentively, I create tailored financial plans and portfolios that align with their specific situations. These plans are regularly tracked and reviewed in collaboration with my clients, helping to ensure we stay on course and adjust as needed. My clients are my top priority, and my goal is to consistently meet and exceed their expectations. When life changes, I adapt the financial plan accordingly to align with any new goals or needs. This adaptive planning is seamlessly integrated into the investment management process. I also leverage the extensive resources of Merrill, a renowned institution with a long history of delivering trusted financial insights. My clients benefit from this wealth of knowledge, along with access to Bank of America's wide range of services, including lending, small business banking, trust services, and investment advisory. I build a dedicated team of seasoned professionals to address my clients' comprehensive financial needs. Guided by my core values:1. Treat clients, colleagues, and partners with respect and care.2. Uphold integrity, even when no one is watching.3. Fulfill my promises, on time, every time.4. Stay informed and current in the ever-evolving financial landscape.5. Listen carefully before speaking.6. Maintain clear, consistent communication, helping to ensure my clients stay updated on market conditions and portfolio performance while keeping me informed of their evolving goals.Aligned with Merrill's longstanding tradition of community involvement, I am dedicated to giving back by actively volunteering with local organizations, making a meaningful impact in the communities we serve.