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
Temple University
University of Mumbai
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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.
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