Ashmi is a Financial Advisor with over 15 years of experience helping high net worth individuals, businesses, family offices and institutions meet their financial goals and objectives. Ashmi focuses on offering a comprehensive and holistic approach of wealth management to meet each and every of her client’s need - from portfolio management, liability management, asset preservation, banking, retirement and estate planning services. At the core of Ashmi’s practice is the value of relationship building with her clients – providing guidance that can leave a positive and lasting impact on their financial futures.
Ashmi is an MBA with a specialization in Finance. She holds the CRPC™ - Chartered Retirement Planning Counselor™ designation. On the personal side, she is a proud mom to her two lovely kids. Ashmi and her family are avid travelers and beach lovers. Ashmi is very passionate about giving back to the society and is closely involved with a large non-for-profit organization to impart financial literacy to underprivileged children.
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.
