Prashant adheres to a disciplined process and strives to deliver a consistent yet customized wealth management experience. Before any financial decisions are made, Prashant will consider your whole life, taking time to fully understand you, your value system and what matters to you the most as an individual and/or business professional. Upon understanding your 'investor personality', Prashant will help you to establish goals, develop an appropriate financial strategy and recommendations that draw upon the breadth and depth of Total Merrill to connect all pieces of your financial life.
Prashant has a Masters degree in Industrial & Systems Management and a Bachelors degree in Electrical Engineering. Prashant has obtained the CERTIFIED FINANCIAL PLANNER® , CFP® certification. Prashant has also obtained industry designation of Certified Plan Fiduciary Advisor, CPFA.
Prashant lives in Raleigh, NC, has two children and enjoy sports, music and good food.
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.
