Sumana Naik
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Sewickley, PA 15143
Credentials
Series 65, Series 66
Industry experience
2 years
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.
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)
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