Harish Pasupuleti is a Senior Financial Advisor with Merrill Lynch Wealth Management who provides dynamic, personalized investment advice and long-term planning to individuals, families and small businesses. Harish leverages over 30 years of experience of the Flotteron Group, a team with a proven track-record of excellence, including Joseph Flotteron, a Barron's Top 1200 Financial Advisor in 2010, 2013, 2014, 2015, 2016, 2017, 2018, and 2019⁽¹⁾. (Published annually in Feb-March. Rankings based on data as of September 30 of prior year)

As one of the Flotteron Group's dedicated wealth planners, Harish develops close relationships with clients to better understand their life, goals, and unique financial situation. Harish is a CERTIFED FINANCIAL PLANNER^TM professional awarded by the Certified Financial Planner Board of Standards, Inc.

"Developing a financial strategy is useless if it is not easy for the client to understand or implement," explains Harish. "I take a more personal approach to my planning process, to ensure that plans are not only realistic, but clear and concise," he concludes.

Harish joined the Flotteron Group and Merrill Lynch Wealth Management in 2012. He graduated Cum Laude from Boston College's Carroll School of Management with a double concentration in Finance and Marketing and a minor in Philosophy.

Harish currently resides in Princeton, NJ, and is an active member of the Hun School of Princeton's Young Alumni Association.


⁽¹⁾Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in Feb-March. Rankings based on data as of September 30 of prior year.  

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.