Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Sudip Mukherjee, CFA, CFP®
Senior Financial Advisor
As a Senior Financial Advisor with Merrill Lynch Wealth Management, Sudip develops long-term financial goals and implements customized wealth strategies that are personalized to each and every client.
A native of New York, Sudip has been a financial professional since 1998. His experience includes serving institutions in investment banking at JP Morgan, equity research at Credit Suisse, management consulting at McKinsey & Co and investment management at New York Life. Sudip now brings this level of institutional experience and knowledge to his private wealth clients. He is a trusted counselor to high-net-worth individuals, business owners, and corporate executives to help them meet their short and long-term financial goals. From his not-for-profit board experience, Sudip also focuses on meeting the unique needs of such institutions, foundations, endowments and their donors to help them develop, define and transform charitable goals into actionable strategies.
As a Chartered Financial Analyst® charterholder, a designation awarded by the CFA Institute, Sudip is highly trained in investment management. Sudip also holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He adheres to a disciplined planning-based process that offers a consistent yet customized wealth management experience. He employs a goal-based approach whereby clients can articulate and plan to achieve their unique goals and manage their financial journey more holistically and effectively. His process is objective, research-driven and provides strategies across the whole balance sheet, including investing, lending, and preservation. He offers both the intimacy and personalized attention of a boutique combined with the reach and resources of a global firm.
Among his civic and not-for-profit activities, Sudip serves on the Board of The New York City Coalition Against Hunger and the Board of The Yale Alumni Association of New York. He also serves as a Parent Coach/Volunteer with the Jericho Athletic Association, a member of the Cornell Alumni Admissions Ambassador Network and a member of/admissions interviewer for the Yale Alumni Schools Committee. Sudip formerly served on the Board of Queens Community House.
Sudip is a graduate of Cornell University with a BS in engineering. He earned an MBA from Yale University. He is Series 7 and 66 FINRA registered; holds the Life, Accident/Health and Annuities and Long-Term Care Insurance licenses. He and his wife live in Jericho, NY with their son and daughter.
Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
CFP® and CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Bengali & English
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.