Mohamad is a Financial Advisor with Merrill Lynch Wealth Management and has been with the company since 2007. He has been helping individuals with financial needs for over 10 years. He currently works in the Wealth Management Division. He holds a professional designation as a CERTIFIED FINANCIAL PLANNER™ Professional, awarded by the Certified Financial Planner Board of Standards Inc.
His practice consists of creating customized financial strategies for individuals, families and businesses based on their financial needs. His collaboration with professionals in the industry specific to each client needs helps him ensure he is delivering precise strategies to his clients.
His practice focuses on:
-Portfolio analysis and investment management
-Corporate 401k plans and retirement plans
-Retirement planning utilizing 401ks, IRAs, Roths, 403b, 457, Keoghs, SEPs, SIMPLEs
-Financial Analysis using written wealth outlook reports
-Small businesses needs
-Real estate financing through Bank of America, N.A
-Estate Planning Services
-Life Insurance needs
-Liability Management
-College planning strategies (ESAs, 529s)
Mohamad currently resides in Somerset County New Jersey. He is brother to 4 sisters and recently married in 2020.
NMLS# - 781031
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.
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.
