Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
New York, NY 10281
Nalini Dhar is an International Wealth Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the wealth management industry. She joined Merrill Lynch in 2007 from Citibank and specializes in developing strategies for high-net-worth individuals, their families, and businesses to meet their long-term financial goals. Her areas of expertise include education planning, family wealth management, investment consulting for defined contribution plans, international wealth management, philanthropic planning, socially responsible and ESG investing, and retirement income strategies. In addition to investment recommendations, Nalini provides clients access to lending services and wealth transfer strategies through Bank of America.
Nalini holds a Bachelor of Science degree in Chemistry from St. Stephen’s College, Delhi, and an MBA in Marketing and International Business from NMIMS, Mumbai. She has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations and is a member of the Investments & Wealth Institute. Fluent in English and Hindi, Nalini is committed to delivering client-centric solutions grounded in thorough research and analysis.
Active in the community, Nalini serves on the board of the Women’s Education Project (WEP), a nonprofit based in New York and India focused on women's education and empowerment. She is also involved with the Women’s Bond Club. Outside of her professional work, Nalini enjoys biking, music, reading, and running. She is a Grade 4 pianist certified by the Royal School of Music, London.
Bank Of America, N.a.
2010 - Present (16 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2007 - Present (19 years)
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