Manav Bhatia

Associate Vice President, Wealth Advisor
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Areas of Expertise

Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning
Estate Planning

Qualifications & Experience

  • Series 65
  • MBA in Finance and International Business, Hofstra University
  • BS in Business Administration (Finance), State University of New York at Binghamton
Miami, FL

Media

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Words to Live By

The biggest risk of all is not taking one.
Mellody Hobson

Client Experience Professionals

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Team Members

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About

Manav brings a relationship-first, planning-driven approach to every client interaction. With a background spanning wealth management, M&A, and corporate development, he helps business owners, professionals, and families design financial strategies that support both long-term growth and everyday peace of mind.

Prior to joining Farther, Manav advised high-income professionals at Florida Financial Advisors with personalized planning and held corporate development roles at the National Fire Protection Association (NFPA). He also gained global investment experience through internships at Julius Baer, Credit Suisse, and Vertex Partners. Manav received his MBA in Finance and International Business from Hofstra University and holds a B.S. in Finance from Binghamton University (SUNY).

Based in Miami, Manav is an avid fan of Formula 1, soccer, football, and tennis. Outside of work, he enjoys music, discovering new restaurants, and planning his next travel adventure.