Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Rohit Sharma

Forbes "Best-in-State Next-Generation Wealth Advisors" 2019, 2022
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Forbes "Top Next-Generation Wealth Advisors" 2018
Published on July 25, 2018. Rankings based on data as of March 31, 2018.

Profile

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.

  • LANGUAGES

    English & Hindi

  • EDUCATION

    The Ohio State University

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Planning-Based Approach

Over the past decade, I’ve honed a thoughtful, planning-based approach in which clients are asked to identify ambitions and concerns, for themselves and their families.

Engaging with both spouses whenever possible and entire families (in many cases), I prefer to meet with clients where they feel most comfortable – at their homes or offices, for example. I feel strongly that exploratory discussions with clients are not a “one-time event” – that as life unfolds, strategies must be reviewed and adjusted accordingly.

To fully appreciate clients and help fulfill their visions of meaningful wealth, I believe in:

• Examining distinct aspects of clients’ financial picture – some which may have been previously neglected. By examining wealth transfer, tax minimization strategies and estate planning issues, I can help clients more efficiently preserve and pass along their wealth.

• Focusing on real-world outcomes, rather than monetary goals. I help each client articulate their personal meaning of success – whether it would be traveling extensively during retirement, purchasing a second home, creating a foundation, or all three.

• “Bringing the right people to the table.” To serve each client’s best interests, I often coordinate with their CPAs and attorneys, and call upon the firm’s specialists from Bank of America, NA. and Bank of America Private Bank.

Approach

No two investment approaches are alike because no two investors are alike. I'll examine several components — your life priorities, investment personality and financial situation — and work together to help you create a customized, actionable approach with personalized advice and measurable goals. I'll help you track progress to your goals and work with you to adjust your investment approach over time, as needed.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.