Charu Narain
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Miami, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Miami
Industry
Financial Services
Company size
35K
Contact information
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c•••••••@ml.com
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Background
About Charu Narain
My belief is that managing wealth extends beyond building investment portfolios. It means working with people to understand their goals and help them define what matters most to them. I have over 20 years of experience in the financial services industry and bring a global perspective, having lived and worked overseas for many years. In my current role I work with successful individuals and their families. My focus is to develop a customized financial strategy designed to help them pursue what's most important to them. I believe it is important to participate in our communities. I am a member of the Executive Committee of United Way's Women United Group. I am actively involved with The Boston Club, a community of women executives and professionals that promotes the advancement of women. I would love to connect if- You are looking to work with an experienced advisor who focuses on your goals - You would like to be connected to someone in my network - You are interested in learning more about my professional capabilities or community involvement
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