Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Rohit Sharma, CFP®, CRPC®
Senior Vice President
Wealth Management Advisor
Rohit’s global perspective on managing clients’ wealth and expectations has been influenced in great part by his life experiences.
Born in Vancouver, British Columbia, Rohit and his family moved to New Delhi, India when he was six years old. In high school, Rohit moved to Singapore and in 2001 to Columbus. After earning his Bachelor of Science degree in Finance and Marketing from the Fisher College of Business at The Ohio State University, Rohit joined Merrill in 2005.
A lifetime learner and strong proponent of educating clients, Rohit finds that clients who play a role in developing their strategies are far more likely to follow a wise financial course. Rohit holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC®) designation.
In a rapidly changing global economy and domestic tax environment, Rohit characterizes his approach as disciplined and holistic – weighing each client’s objectives with the realities of market dynamics, to help create consistent returns that can fulfill stated goals.
Outside of the office, Rohit is a “loud and proud” fan of Buckeyes football and basketball. He and his wife, Shipra, reside in Columbus, where she is an Interior Designer with a decade of experience.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
English & Hindi
The Ohio State University
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors” list in 2018.*
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 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
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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 will work to help you stay on track, regardless of what the markets are doing.
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.