Registered Relationship Manager
Relationship management isn’t just something Bandna does. It’s part of who she is. Now, Bandna brings her impressive depth of banking and brokerage expertise to Waller & Wax.
Throughout her 20-year career, Bandna has pursued an innate interest in the dynamic, challenging world of financial services. After getting her start with TD Evergreen, Bandna honed her skills as a Senior Registered Associate and Relationship Banker for the nationally known investment companies Morgan Stanley, Merrill Lynch, Raymond James, and JPMorgan Chase.
To broaden her knowledge base, Bandna earned her Series 7, 63, 66, and SIE (Securities Industry Essentials®) credentials. She excels at understanding, educating, and helping clients build secure financial futures. At Waller & Wax, she delivers exceptional service to clients and prospects by keeping a singular focus on fulfilling their needs.
For Bandna, working with clients is the best part of her job. Bandna truly values the personal touch of relationship management, which reflects a customer-first culture that is the hallmark of the Waller & Wax team and the Raymond James organization.
Bandna was raised in Toronto, following her parents’ immigration from India to Canada in the 1980s. She and her husband Pummy, a technical recruiter from Michigan, are the parents of a teenage son named Anish, and Saach, a sheepadoodle who provides endless hours of entertainment. In her spare time, Bandna loves gardening, grilling, movies, and hosting casual dinner parties with family and friends.