Vikas Mohindra

Vikas Mohindra, SE-AWMA®, is a Senior Financial Advisor, Portfolio Manager, and founder of The Mohindra Group at Merrill Lynch Wealth Management. He works with high-net-worth individuals, multigenerational families, business owners, and institutions to develop customized wealth management, retirement, and investment strategies designed to help them pursue their long-term goals.

Vikas has been recognized by Forbes on their 2026 Best In State Wealth Advisors list (Published on April 7, 2026. Rankings based on data as of June 30, 2025) and their Best In State Top Wealth Management Teams list in 2024, 2025, and 2026 (Published annually in January. Rankings based on data as of March 31 of prior year). These recognitions reflect his focus on client service, leadership, and continued contributions to the wealth management industry.

The Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™ designation reflects Vikas’s dedication to serving clients with complex financial lives and evolving wealth management needs. He works closely with individuals and families to coordinate investment management, retirement planning, wealth preservation, and legacy planning considerations as part of a comprehensive financial strategy. As a qualified Portfolio Manager, he can develop and manage customized investment solutions through Merrill’s Investment Advisory Program, providing ongoing oversight as clients’ needs evolve.

Prior to joining Merrill in 2008, Vikas was a Financial Advisor with Morgan Stanley’s Wealth Management Division.

Vikas earned a Bachelor of Science in Economics from the University of Maryland. Passionate about developing future leaders, he serves as a mentor to undergraduate students and fellow advisors throughout Merrill.

Beyond his professional responsibilities, Vikas is deeply committed to community engagement and philanthropy. He serves as Co-Chair of the Leadership Council for The Michael J. Fox Foundation, helping advance awareness, advocacy, and support for Parkinson’s disease research. His dedication to community service reflects his belief in creating a lasting impact beyond the world of finance and giving back to the communities he serves.

Fluent in Hindi and Punjabi, Vikas values building enduring relationships with clients and their families. He is married and the proud father of two children. Outside of the office, he enjoys cooking, running, cheering on his New York Knicks, and spending time with family and friends.

_{A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
2026 Forbes | SHOOK® “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.}