Allentown, PA Lehigh St Office

Charan Kaur is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over 30 years of experience in the financial services industry, combining a broad understanding of market cycles with firsthand knowledge of family business operations. This blend of expertise enables her to provide tailored financial guidance and strategic solutions that assist clients in navigating both opportunities and challenges with confidence. Before joining Merrill, Charan spent 15 years in institutional finance, holding director positions at multiple firms and gaining extensive experience in derivatives and global financial markets. Her background includes working with senior-level executives, business owners, physicians, attorneys, and other accomplished clients. Charan’s approach centers on personalized financial planning, addressing clients’ unique situations, including concentrated stock positions and executive compensation, while ensuring compliance with regulatory requirements. Charan holds a Bachelor’s degree with a specialization in International Business from Hofstra University and an MBA with a specialization in Finance from Baruch College. She is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Charan is actively involved in her community, serving on the boards of TAARA, which supports survivors of sex trafficking, and Bonnie Brae, a New Jersey residential community for at-risk boys and families in crisis. Her personal interests include hiking, pickleball, reading, table tennis, tennis, and traveling.