Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Sachin is a Wealth Management Advisor with 14 years of experience, he provides advice to high net worth individuals and families around the world on wealth management planning, credit & lending, estate planning and trust services. His goal is to always do what is best for the clients, build on his integrity and earn respect and trust. In his previous job at Merrill he was a Wealth Management Specialist for 9 years. He visited various Merrill offices in different states in North America and acted as a consultant to the Financial Advisors. He provided advice and guidance on goals-based investments strategies to Merrill Financial Advisors, enabling them to develop customized strategies for their clients. Sachin joined Merrill in April 2005 as a Financial Advisor, and began working with the Managed Solutions Group in April, 2007. Prior to Merrill, Sachin was a Stock Broker with Chicago Investments on wall street in New York.
Sachin holds a Bachelor’s degree in Accounting from Narsee Monjee College of Commerce and Economics in Mumbai, India and a MBA in Finance from Johnson and Wales University in Providence, RI. He also holds a Chartered Retirement Planning Counselor, CRPC® designation and Certified Investment management Analyst, CIMA designation by Investments & Wealth Institute™ (The Institute) , taught in conjunction with the Wharton School, University of Pennsylvania. He lives in Key Biscayne, FL with his wife Puja and son Ahaan. He enjoys Cycling, travelling, fishing and working out in the gym.
Vice President: India-US Chamber of Commerce - South Florida.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English, Hindi & Marathi
Johnson and Wales
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Securities Based Lending Specialist
Bank of America, N.A.
International Wealth Strategist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.