Mahesh began his career in the financial services industry in 2008 and joined Merrill Lynch Wealth Management in 2022 after serving with JPMorgan.
Backed by a dedicated team with the power of Merrill, in combination with his extensive industry experience, Mahesh develops tailored strategies for high-net-worth families that include business owners, corporate executives, retirees, and professional athletes. Mahesh prides himself on his methodical approach to wealth management by getting to know his clients and their families, thoroughly understanding their financial situation and what truly matters to them.
Mahesh earned his bachelor’s degree in Finance from Florida Atlantic University and holds a Sports & Entertainment Accredited Wealth Management Advisor, SE-AWMATM designation through The College for Financial Planning Institutes Corp.
A Florida native of Trinidadian descent, Mahesh grew up in Fort Lauderdale where he maintains an active presence in the South Florida Community. In his free time, he enjoys spending time with family, traveling, playing sports and going on runs with his German Shepherd Rocky.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
