Vikas Mohindra

Senior Vice President, Senior Financial Advisor
NMLS #578444

75 Rockefeller Plz
New York, NY 10019
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Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.

Vikas is a Senior Financial Advisor within Merrill Lynch Wealth Management and a senior partner of The Boccaccio Mohindra Group. He has earned the designation of Chartered Retirement Planning Counselor. One of his areas of focus is creating and implementing custom strategies to help individuals and institutions optimize their retirement plans. Vikas is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Prior to joining Merrill in 2008, he was a Financial Advisor at Morgan Stanley’s Wealth Management Division.

Vikas graduated from the University of Maryland with a Bachelor of Science in Economics. He currently serves as a mentor at Merrill to current undergraduate students and his peers. Vikas is fluent in both Hindi and Punjabi.  In his spare time he enjoys cooking, basketball and running.
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.

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.)
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About Me

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.

Meet Our Professional Staff
Registered Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Nicola Beel
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #642154
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John Grassia
Senior Structured Credit Executive
Bank of America, N.A.
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Priya Anand
Wealth Management Banking Specialist
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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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.
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.
Vikas Mohindra is registered to do business in AL, AZ, CA, CO, CT, DE, FL, HI, IL, IN, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TX, VA, VT, WA, WI.