Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The best time to talk to a Merrill Advisor? Yesterday.
For over 100 years and through countless market turns, we’ve seen it all. With world class insights, cutting-edge technology and a personalized plan, we can help you get to the other side. Don't just ride it out. Ride with the bull. Ride with Merrill.
The Patel Team
International Wealth Advisors- phone
212.284.5700
- address
75 Rockefeller Plaza
6th Floor
New York, NY 10019
Merrill Lynch
Wealth Management
Our team has developed and refined a process to assist our client’s in solving their diverse financial needs. We begin with a balance sheet approach to fully understand our client’s financial situation and provide tailored strategies to pursue their short, medium and long-term objectives.
The Patel Team
The Patel Team
The Patel Team provides customized financial strategies, services and advice for ultra high net worth families and individuals. Based in New York we are a team of investment professionals who recognize the demands and the opportunities that significant wealth can pose.
As of March 2022, our clients’ have entrusted us with $2.8 Billion in assets. Umesh Trikha was recognized in 2021 in the Forbes Top Next-Generation Wealth Advisors list as well as the Forbes Best In State Next Generation Wealth Advisors in 2019.
Our team is unique at Merrill, as we work with International and Domestic clientele to help them organize their lives.
*Source: The Forbes “Top Next-Generation Wealth Advisors” list, September 21, 2021. For more information about the selection criteria, go to http://details-he.re/qm2J7M . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
*Source: Forbes "Best-in-State Next-Generation Wealth Advisors" list, September 4, 2019. For more information about the selection criteria, go to http://details-he.re/8ny9H7 . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
Our Philosophy
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Offerings
Our investment approach is grounded in a macro perspective with a strong emphasis on capital preservation.
We offer clients extensive experience in the following areas:
- Integrated Wealth Management Planning
- Financial Organization
- Pre-Immigration Planning
- Customized Lending Solutions
- Trust and Estate Planning Strategies
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Umesh K Trikha
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
On Wall Street –“Top 40 Under 40” 2015-2019
Financial Times –“Top 400 Financial Advisers” 2016,2018
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Create a plan that is all about you.
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.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.
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Why Merrill?
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.
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