Ariana Bhatia

Ariana Bhatia, a Private Wealth Advisor at Merrill Lynch, specializes in advising multi-generational families and business owners. She discusses how different generations uniquely approach investments, emphasizing tailored strategies for wealth management. Bhatia clarifies common misconceptions about private investments, especially their flexibility. She explores the importance of financial literacy and early conversations about money between parents and children. Finally, she highlights teamwork in wealth management, showcasing how collaboration enhances client outcomes.