As a CERTIFIED FINANCIAL PLANNER™ professional, Bansi takes a holistic approach to the wealth management needs of high net worth individuals and families. She works alongside a team of investment professionals that focus on the various facets of clients’ financial lives. Taking a goals-based approach to the wealth management process, she begins by listening to her clients’ priorities and custom-tailors a plan to help meet these objectives. Her strategy includes a high-level approach to investment management, retirement planning, life insurance, home lending, trusts & estates, and philanthropy.
Bansi began her career at Morgan Stanley in 2007 where she worked in the Operations department of the Global Wealth Management division. She left this role a few years later to try entrepreneurship and started a retail business from the ground up. After bringing the venture to profitability and operating it for a few years, she was able to sell the business to an investor. After this successful exit, she realized her true passion was still in the financial services industry and decided to pursue the CFP® certification. Bansi then began working at an independent Financial Planning firm where she created customized plans and recommendations for a large book of clients. Recognizing the need for greater resources, she joined Merrill Lynch Wealth Management in 2019. Together with access to the banking capabilities of Bank of America and the breadth of wealth management expertise of Merrill, she feels that she is able to provide her clients an unmatched level of service.
Bansi holds a B.B.A. in Finance from Pace University. In her spare time, she enjoys spending time with friends and family, hiking, and traveling.
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My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
