Vikas Mohindra,
Senior Vice President, Senior Financial AdvisorNMLS #578444
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.
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.
