Rohan Garg
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Frisco, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Frisco
Industry
Financial Services
Company size
35K
Contact information
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r•••••••@ml.com
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Background
About Rohan Garg
I work on a select team at Merrill Lynch Wealth Management that serves the uniquely successful and business owners through the lifecycle of their business. We advise on wealth management, wealth structuring, cash management and lending, and business related services. Due to our clients' unique success, our team developed a network of trusted professionals to assist in managing the complexities that surround their lives and their business. Our team is committed to collaboration. We work closely with attorneys, accountants, and other advisors of our clients to coordinate efforts and create a seamless channel of guidance for their wealth and/or business.*Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts™.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Lending Services are through Bank of America, N.A.
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