Data-Driven Insight. Client-Focused Advice.
Elevating your experience and building a continuing relationship.
As a Managing Director – Investments and Private Wealth Financial Advisor with over 27 years of experience, I bring a disciplined and sophisticated approach to wealth management. I am a CFA® charterholder and can offer advanced knowledge in investment analysis and portfolio management, grounded in the highest standards of integrity, rigor, and ethical practice.
Working with a Private Wealth Financial Advisor
Access to a Network of Specialists
By transitioning my practice to Wells Fargo Advisors, I am able to provide you with access to a wide range of elevated services. From custom credit solutions to specialized resources offered through Wells Fargo Bank, N.A., I can help connect you with the right tools and expertise to help ensure a seamless wealth management experience. The goal is to provide you with the convenience of coordinating your financial life through a single point of contact.
Additional Resources
To support your financial needs we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
Your Financial Universe
Wells Fargo Wealth & Investment Management (WIM) is one of the country’s leading providers of financial and investment services. Working together with an array of products, services, and specialists, I ask the questions that can help uncover the ever-changing complexities and values that impact the story of your wealth.
Siva Veerapandy, CFA
Text/Cell: 856-280-2049
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company.
Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.