Brian Mohan has been in the financial services industry since 2005 and joined Merrill Lynch Wealth Management in 2017. His focus is on developing strategies and advice for individuals, their families and their businesses by understanding their short and long-term financial objectives. Brian Mohan holds the Wealth Management Advisor title and he is a graduate of Siena College with a degree in Finance. He and his wife, Erika, live in Clifton Park, NY with their three children and are active in the community, supporting education and youth sports programs.
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.
