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Senior Financial AdvisorVice President8425 PULSAR PLACECOLUMBUS,
Senior Financial Advisor
Get to Know RohitRohit Sharma, CFP®, CRPC®Vice PresidentColumbus, OH - Polaris OfficeRohit joined Merrill Lynch in 2005, after obtaining his B.S. degrees in Finance and Marketing from the Fisher College of Business at The Ohio State University. He has achieved his national designation as a CERTIFIED FINANCIAL PLANNER™ professional awarded by the Certified Financial Planner Board of Standards, Inc. and the CHARTERED RETIREMENT PLANNING COUNSELORSM awarded by the Certified College for Financial Planning.As a wealth management advisor, Rohit has strong core values and possesses professional knowledge in working with non-profit organizations, business owners, individuals and their families. With the assistance of Merrill Lynch's Wealth Management tools, Rohit emphasizes on portfolio construction, developing asset allocations based on client's risk tolerance and monitoring progress toward achieving client's objectives. He accomplishes this by utilizing the vast resources of one of the world’s most prestigious wealth management firm combined with the intimacy and personal service of a small boutique. Rohit believes financial success is the result of having a defined plan, implementing a disciplined process and utilizing collective wisdom when making decisions. Helping his clients design customized portfolios to minimize overall risk, while still providing the returns necessary to meet their objectives is the key to his success. Consistency of return, achieved by diversification and low correlations, is Rohit's primary investment goal.
Rohit's experience, qualifications and conservative approach, along with his disciplines are proven to meet his client’s objectives. He takes great effort to learn and understand his client’s unique goals and objectives in a trusted, thoughtful and caring way. This helps him anticipate his client’s needs and in developing customized strategies in today’s rapidly changing global economy. He values the opportunity to work with you and your other trusted advisers, whether it is your CPA, attorney or other family members. Rohit looks forward to earning your trust, confidence, and growing this relationship.Rohit is originally from Vancouver, B.C., but was fortunate to call New Delhi and Singapore his homes before moving to Columbus in 2001. Rohit is an ardent fan of Buckeye Football and Basketball.Heather WielandClient AssociateColumbus, OH - Polaris OfficeHeather began her career at Merrill Lynch in 2001, and has been in the financial services industry for 20 years. Heather focuses on account administration and daily client service.Asset allocation does not ensure a profit or protect against loss in a declining market.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Rohit Sharma is registered to do business in : CA, FL, NC, NY, OH, PA, TN
Privacy & Security
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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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