Sumana Naik

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Sewickley, PA 15143

Credentials

Series 65, Series 66

Industry experience

2 years

About

Sumana Naik is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she collaborates with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on investing, retirement planning, and preparing for unexpected financial needs, while also offering access to Bank of America specialists for banking, credit, home financing, and small business services.

Sumana holds a Bachelor's Degree from the University of Maryland and has earned the Personal Investment Advisor (PIA) designation. She communicates with clients in both English and Kannada. Outside of her professional work, Sumana is involved with community organizations including the American Heart Association Heart Ball Auction Committee, Greater Pittsburgh Community Food Bank, and North Hills Community Outreach.

Expertise

General retirement planning Wealth management

Work history

Bank of America, N.A.

2025 - Present (1 year)

Merrill lynch, pierce, Fenner & Smith incorporated

2023 - Present (3 years)

HautePurseSuite LLC

2018 - 2023 (5 years)

Unemployed

2011 - 2018 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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