Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
100 SOMERSET CORP CENTER BLVD
BRIDGEWATER, NJ 08807
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Mohamad is a Financial Advisor with Merrill Lynch 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.
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.
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.