Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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The Patel Team has a combined length of service of 50+ years. Our commitment to provide exceptional service while aligning with Merrill’s capabilities and resources to meet clients’ expectations and long-term goals.
As of September 2019, our clients’ have entrusted us with $1.4 Billion in assets. Umesh Trikha was recognized in Forbes Best in State Wealth Advisors & Forbes America’s Next Gen Advisors.
The Patel Team takes into consideration the uniqueness of each client, therefore creating a portfolio that aligns with each clients’ individual risk tolerance, liquidity needs, and time horizon.
Our Team has significant experience in advising corporate executives internationally and domestically on how to evaluate compensation packages. For concentrated stock positions, we customize strategies to help diversify the portfolio and defend against adverse market movements.
We prepare effective plans to address the unique needs of high-net-worth families. The Patel Team has extensive knowledge and experience in:
- Family communication and legacy planning
- Strategies to meet needs of each generation
- Estate Planning Services
- Philanthropic Strategies
Family Office Services
We work closely with the Merrill Lynch Family Office to manage the finances of Ultra-High-Net-Worth International and Domestic families to help insure smooth intergenerational transfer and asset management activities:
- Life Management and budgeting
- Risk Management and insurance
- Investment management services
- Estate and wealth transfer
- Reporting and recordkeeping
- Compliance assistance
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.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
On Wall Street –“Top 40 Under 40” 2015-2019
Financial Times –“Top 400 Financial Advisers” 2016,2018
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
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.
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.
Senior Structured Credit Executive
Bank of America, N.A.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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.