The Boccaccio Mohindra Group

Merrill Lynch Wealth Management
75 Rockefeller Plz
New York, NY 10019
(212) 415-7604
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The Boccaccio Mohindra Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Boccaccio Mohindra Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Vikas Mohindra
Senior Vice President, Senior Financial Advisor
Forbes "Top Next-Generation Wealth Advisors", 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2022-2023
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
The Boccaccio Mohindra Group
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
Focus On – Corporate Executives

For corporate executives, we offer guidance for diversification* of concentrated stock positions. Business owners receive the assistance needed to build company benefit plans and access to Bank of America for help in addressing cash flow, lending needs and other bank-related needs. Those corporate executives nearing retirement are provided with insight from which to consider inflation, health care costs and other factors to help you pursue your desired lifestyle. The team is available to talk with you and explore potential strategies available to you.

*Diversification does not ensure a profit or protect against loss in declining markets.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
Joseph Boccaccio,

CFP®,CPWA®,CRPC™,SE-AWMA™

First Vice President, Senior Financial Advisor
212.415.8942
Vikas Mohindra,

CPFA™,CRPC™,SE-AWMA™

Senior Vice President, Senior Financial Advisor
212.415.7604
Billy You
Financial Advisor
212.415.7979
Anne Chavez
Merrill Financial Solutions Advisor
212.415.7766
MATTHEW SLOAN
Registered Wealth Management Client Associate
212.415.7808
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.