Sidhant Nanda, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

Sidhant Nanda Photo
Sidhant Nanda, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

10415 OLD GEORGETOWN ROAD

BETHESDA, MD 20814

10415 Old Georgetown Road,

Bethesda, MD 20814

Check the background of this investment professional on FINRA's BrokerCheck

About

Sid Nanda joined SunTrust Investment Services, Inc. as a Private Financial Advisor in 2012 and serves the Greater Washington region. Sid has earned the professional designation of Certified Financial PlannerTM (CFP®) and offers his clients over 15 years of experience in the financial services industry.

As a CFP® practitioner, his business focus is on serving the comprehensive needs of high net worth individuals and business owners. He does this by offering unbiased and comprehensive solutions that are uniquely tailored to his clients' objectives. These solutions are created from a full spectrum of financial products and services, focusing on the relationship, rather than the transaction. Sid is known by his clients for his ability to build long-term relationships and investment strategies, regardless of the client's life stage. He is most satisfied when he is able to help his clients achieve their goals and objectives through appropriate financial planning techniques and solutions.

Sid strongly believes that developing long lasting relationships that are built on the highest levels of trust and integrity happen because he takes the time to get to know his clients by listening closely to their goals and objectives. He likes working with clients to understand their unique issues and offers them a flexible and clear road map to achieve their goals. This consists of comprehensive, unbiased solutions with no proprietary products, no conflicts of interest and the ability to have a broad financial planning focus. He assesses the financial situation, determines risk tolerance, forms and executes an appropriate investment policy statement and conducts regular portfolio reviews in order to provide measurable results.

He also consults on risk management, retirement planning, estate planning, wealth transfer and other critical financial strategies. Together with the client, he focuses on the development and implementation of investment strategies to help clients meet their immediate needs and future goals.

With a very experienced support staff, the focus is on providing the highest level of customer satisfaction. He is supported by Investment Associate, Charlene Merson, who brings more than 28 years of experience to the practice.

Beyond helping his clients, Sid enjoys staying active with his wife Heather and two children, Aidan and Kailye and is an avid Redskins fan. During football season, Sundays are all about the burgundy and gold. In his spare time, he also loves reading and playing golf.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

Continue Reading