PROFESSIONAL PROFILE

Rohit Bhalla is a Vice President and Financial Advisor in the Wealth Management Division of Merrill Lynch in Short Hills, NJ. He has been with Merrill Lynch for 19 years and has held various sales and trading positions in NY and London before becoming a financial advisor in 2001.

Insisting on understanding the specific situations and goals of the clients he works with, Rohit endeavors to establish deep and valued relationships. He works with individuals, executives, business owners and physicians.

Rohit provides clients with financial and investment strategies; cash management; liability management, the construction, management and reporting of customized investment portfolios; wealth preservation and transfer; estate strategies; concentrated stock strategies and 401k plans.

Rohit graduated from the University of Colorado. His volunteer activities include coaching youth sports programs, elder care during the holidays, and occasional mentoring of adolescents as well as working on other civic causes. He resides in Chatham with his wife Carole and two children.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com