Shiv Jhingen
Financial Advisor
75 Rockefeller Plz
New York, NY 10019
212.415.7736
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Shivam Jhingen has experience helping executives manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank trust and estate planning services and Bank of America's credit, lending and overall banking convenience.  In addition, he can work with your outside attorneys, accountants and other professional advisors to help coordinate financial and legacy plans.


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.

About Me
Welcome

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.

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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Shivam Jhingen is registered to do business in AZ, CA, CO, CT, FL, GA, IL, MA, MN, MO, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI.