Nandi Gunning

About Nandi Gunning

My goal is to help clients with significant wealth feel confident and proactive in pursuing their most meaningful financial goals. I\'m committed to careful listening and learning so that I can help them create personalized strategies aimed at using their wealth to live their best lives. My team shares a client-centered, planning-based, process-driven approach to wealth management. As the eyes and ears on a client\'s financial life, we can help them prepare for the next stage and anticipate what may be around the corner. We bring a broad wealth management perspective, planning focus, and extensive investment experience to the team and the clients we serve. We apply those skills to help clients develop strategies for scenarios that include managing concentrated stock, preparing to sell a business, and transferring wealth to the next generations. I\'m committed to building long-term relationships where clients consider me a confidante. I enjoy reading, acquiring knowledge, and sharing it to keep them well-informed. I serve on the Leadership Council of The HBS (Harvard Business School) Community Partners of Northern California. As a member of the CFA Institute and the CFA Society of San Francisco, I mentor students competing in the annual CFA Institute Research Challenge. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Experience

1. Private Wealth Manager, Senior Vice President

   Merrill Lynch

   Nov 2022 — Present

Education

• Harvard Business School

  Masters of Business Administration, MBA

  1999 — 2001