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- Trust & Estate Services2
- Education Funding Strategies1
Yatin Doshi is a Wealth Management Advisor who joined Merrill Lynch 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 Lynch’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.
A Chartered Retirement Planning Counselor Counserlor (SM) certificant, Yatin 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|Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
Asset Allocation does not ensure a profit or protect against loss in declining markets.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
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.
English, Gujarati & Hindi
University of Mumbai
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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.
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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. 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.
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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.