Isha Doshi
As a Financial Advisor with Merrill Lynch Wealth Management, I am passionate about helping individuals, families, and business owners navigate important financial decisions with confidence. My approach is centered on building meaningful relationships, understanding each client's unique goals, and providing personalized guidance tailored to their evolving financial needs.
I believe wealth management is about more than investments. It is about helping clients align their financial resources with the people, priorities, and aspirations that matter most to them. Whether preparing for retirement, navigating a major life transition, managing growing wealth, or planning a legacy for future generations, I strive to simplify complex financial decisions and deliver thoughtful, personalized solutions.
Born and raised in New Jersey, I value the opportunity to build lasting relationships with clients and their families, often across multiple generations. Outside of the office, I enjoy traveling, cooking, staying active, exploring new restaurants, and giving back to my community through volunteer initiatives that make a meaningful impact.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.