Sadia Hasan

Background

About Sadia Hasan

I help people address multiple aspects of their financial lives, moving from where they are to where they want to be. I'm a Financial Advisor with Merrill. Individuals, families, and businesses look to me to help organize their finances, address their questions, and enact a more efficient approach to their goals. People come to me with important issues that can impact their lives for decades. I'm honored to help them take positive action toward the future they envision. I've worked in banking and wealth management since 2011, so I offer the knowledge and judgment I've gained from first-hand experience. My areas of focus include investing, commercial banking, business lending, and wealth transfer, providing me with a broad vantage point to tackle diverse needs. THE CLIENTS I SERVE- Executives and professionals engage me to prioritize their ambitions and lay out a clear path for their financial journey. We address multiple touch points-portfolio design, retirement strategy, savings, legacy planning, and access to lending through Bank of America. Many of these components are inter-related, so we look to uncover the most efficient whole- Business owners and entrepreneurs look to me to clarify the intersection of their personal and professional wealth, so they can focus on running their businesses. By delegating the day-to-day management of their financial affairs, they regain precious capacity and time- Families solicit my help to defuse the emotions that can accompany wealth decisions. I serve them with the discretion they deserve, mindful of each family's unique dynamics. IN MY FREE TIME: An avid reader, I enjoy all kinds of books – fiction, nonfiction, memoirs. My husband and I love to spend time together with Kobe, our beloved Cavalier King Charles Spaniel. We also volunteer with area organizations that promote food security for people in need.