Anay Srivastava is a highly motivated, collaborative Financial Advisor and Personal Investment Advisor with the Merrill Lynch River Oaks office in Houston, Texas.

In addition to providing conventional advice and guidance that is essential in navigating financial markets, he is proficient in defining client’s investment objectives, generating investment strategies and in constructing portfolios shaped by the latest market dynamics and economic trends. Being a solutions-oriented Advisor who enjoys the analytical side of financial markets, his clients benefit from a unique set of customized strategies that may include a variety of financial instruments, risk management tools, liquidity solutions, Merrill Lynch and third-party managed Solutions.

His clients are typically in the asset accumulation space where planning for goals such as retirement income planning, preservation of capital, managing volatility, liquidity solutions, business succession, and legacy planning becomes a necessity.

Anay's clients have access to lending solutions from Bank of America and Merrill Lynch. One of his niches is finding creative solutions for commercial real estate ventures.

Anay has a global perspective, having lived in India, Canada, and the US. His extensive education began with university degrees in the sciences from India. Later on he attended the University of Southern California an LA before ultimately graduating from the University of Texas at Austin's McCombs MBA program. He spent the first half of his career accumulating his financial acumen and trading instinct as an institutional fixed income analyst, trustee and trader.

Anay and his family have been residents of Houston for the last 20 years. In his free time, you can find him enjoying whatever good match is on whether its tennis, soccer, or cricket.