Namrata Agrawal

Namrata Agrawal, CFA, is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management.3 She has been in this role since May 2016, accumulating over 8 years of experience.3 Namrata is based in San Jose, California, and works at the Santana Row branch office.12

As a financial advisor, Namrata's primary focus is on understanding her clients' financial goals and creating personalized wealth management strategies.2 She provides access to investment insights from Merrill and banking solutions from Bank of America to help clients pursue their financial objectives while managing investment risk.2

Namrata holds the Chartered Financial Analyst (CFA) designation, which indicates a high level of expertise in investment analysis and portfolio management.3 Her LinkedIn profile username is indeed namratab200.3

In her role, Namrata likely assists clients with various aspects of financial planning, including:

1. Wealth management
2. Investment strategies
3. Retirement planning
4. Risk management
5. Banking and lending solutions

Namrata's experience and credentials suggest she is well-equipped to provide comprehensive financial advice to individuals, families, and potentially business owners in the San Jose area.12