Vikas Mohindra
,
Senior Vice President, Senior Financial Advisor
NMLS #578444
75 Rockefeller Plz
New York, NY 10019
212.415.7604
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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.
Profile

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.

Recognition
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.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
MATTHEW SLOAN
Registered Wealth Management Client Associate
212.415.7808
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
Merrill
About Merrill

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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, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TX, VA, VT, WA, WI.