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    Anand Desai

    Financial Advisor

    Anand Desai is a Financial Advisor at Merrill Lynch Wealth Management, based in New York, NY. He specializes in providing personalized wealth management strategies that align with his clients' financial goals and needs. His approach involves a comprehensive understanding of his clients' financial situations and aspirations, enabling him to design and implement tailored financial plans aimed at managing investment risks and achieving financial objectives.125

    Anand Desai has over four years of experience in the finance sector. He leverages the investment insights of Merrill Lynch and the banking solutions of Bank of America to assist clients in making informed financial decisions.34 His mission is to understand what matters most to his clients and to provide fresh perspectives on their financial lives, helping them navigate the complexities of wealth management.1

    Highlights

    Jan 1 · advisor.ml.com
    SD Financial - Merrill Advisor Match
    SD Financial - Merrill Advisor Match

    Related Questions

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    Anand Desai
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    Location

    Greater Boston Area