Ash Rajan Financial Planner

Area Served

About Ash Rajan Financial Planner

With over 30 years of Wall Street experience, I strive to provide excellent service as I guide my clients through the phases of investing: wealth accumulation, preservation, and distribution. As the former U.S. Chief Investment Strategist for Merrill Lynch, I focused on advising prominent families, corporate officers, foundations, and non-profits. Prior to joining Prudential, I was the co-head of the Equity Research Group at Morgan Stanley. My Signature Service Model to my clients includes a detailed discovery of your personal balance sheet and legacy. Next, I will conduct an extensive diagnostics and gap analysis. The finished product is a customized portfolio of investments, insurance, retirement, trusts, and estate that will be reviewed quarterly to include all life events.