Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Mohamad is a Financial Advisor with Merrill Lynch Wealth Management and has been with the company since 2007. He has been helping individuals with financial needs for over 10 years. He currently works in the Wealth Management Division. He holds a professional designations as a CERTIFIED FINANCIAL PLANNER™ Professional, awarded by the Certified Financial Planner Board of Standards Inc.
His practice consists of creating customized financial strategies for individuals, families and businesses based on their financial needs. His collaboration with professionals in the industry specific to each client needs helps him ensure he is delivering precise strategies to his clients.
His practice focuses on:
-Portfolio analysis and investment management
-Corporate 401k plans and retirement plans
-Retirement planning utilizing 401ks, IRAs, Roths, 403b, 457, Keoghs, SEPs, SIMPLEs
-Financial Analysis using written wealth outlook reports
-Small businesses needs
-Real estate financing through Bank of America, N.A
-Estate Planning Services
-Life Insurance needs
-College planning strategies (ESAs, 529s)
Mohamad currently resides in Somerset County New Jersey. He is brother to 4 sisters and is engaged to be married.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
NMLS# - 781031
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.
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.
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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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.