PROFESSIONAL PROFILE

Samant Sharma is an Assistant Vice President in the Clearwater Merrill Lynch office. As a CERTIFIED FINANCIAL PLANNER™, Samant helps clients in achieving their financial goals using a variety of investment platforms. He works with successful business owners, executives, physicians, and other professionals in managing their assets and liabilities, arranging asset-based personal or business lines of credit, and protecting their wealth against unnecessary income taxes, capital gains, and estate taxes.

Graduating with a B.A. in Spanish and a B.S. in Biology from the University of Nebraska, he went on to complete his education for Financial Planners through Boston University. Samant has also earned an Executive Certificate in International Management from Thunderbird, The Garvin School of International Management.

Samant has been in the financial services industry since 1999, building his practice with an emphasis on client service, trust, and integrity. He joined Merrill Lynch's Countryside office in 2005.

He enjoys being active in his community. Samant currently serves as President of the IndoUS Chamber of Commerce, is a mentor with Big Brothers Big Sisters, and is also active in the Chinmaya Mission.

Dorothy Ward, Client Associate, has been with Merrill Lynch since 1998 and handles account administration and client relations. Please contact either Samant or Dorothy if you wish to schedule a review or have questions regarding opening an account with Merrill Lynch. Thank you.