Neill Sachdev is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Hartford, Connecticut. As the main point of contact for high-net-worth individuals and their families, Neill is dedicated to leveraging his knowledge of the global resources of Bank of America Private Bank to offer clients a choice of appropriate solutions for investment management, custom credit and commercial financing to help meet their needs.
Neill is focused on strengthening client relationships, spending time to think about their complex financial situations and offering advice and guidance for estate planning, customized trusts and concentrated stock, as well as tax- minimization strategies. He supplements what he knows about them and the challenges that accompany their wealth, by reading as much as he can about issues and current events that might affect them. Neill strives to help clients assess potential risks to their overall goals and can offer thoughtful guidance to help point them in the direction that aligns with their priorities and family values.
Assisting younger members of multi-generational families is also a priority for Neill. He can offer them tailored analysis and strategies to help them fund their lifestyle, address home and educational financing needs as well as pursuing any entrepreneurial endeavors they may have.
Neill joined the Private Bank in 2024, following more than a decade with Merrill. He earned his Bachelor of Science degree from Union College, and his Master of Business Administration degree from the University of Connecticut. A lifelong resident of Connecticut, Neill is closely attuned to the area’s business, professional, and philanthropic communities. He lives in Windsor, Connecticut, where he serves on several boards and commissions, primarily focused on the arts and economic development. When time permits, Neill enjoys skiing, cycling, and visiting local museums and theaters.
Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.