Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Yatin Doshi is a Wealth Management Advisor who joined Merrill Lynch Wealth Management in 2012 and has been in Financial Industry since 2002
Yatin’s process is based upon two key principles: putting clients’ interests first and providing exceptional personal service. Many clients have worked with him for a long time because he has earned their trust through his integrity and honesty.
Since 2004, Yatin has offered individuals, families, businesses, foundations, pension accounts and family offices investment and wealth management strategies. His primary focus has been on fixed income securities where he has built a reputation for excellence in his region and throughout the financial industry.
Yatin's focuses on helping high net worth individuals and families reach their investment goals through a holistic approach to successful wealth management strategies for investing, tax minimization, estate and wealth transfer planning strategies. Drawing on his experience and Merrill’s global resources, he has developed personalized, strategic approaches to address the complex needs of clients. His areas of extensive knowledge include investment planning, diversified asset allocation strategies, and complete portfolio planning and advice. He prides himself on being accessible to clients and working closely with clients’ other family advisors, including attorneys and accountants, to focus on total wealth management needs.
Yatin holds the Chartered Retirement Planning Counselor designation. He also handles corporate retirement plans and corporate stock option plans.
Yatin has done M.B.A. from Temple University Philadelphia, PA and live with his wife Aarti and Son Arya in Commack, NY
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.
English, Gujarati & Hindi
University of Mumbai
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.