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Rohit Bhalla
Wealh Management Advisor at Merrill Lynch
Rohit Bhalla is an experienced financial professional with a significant background in wealth management and investment advisory services. Here's an overview of his career and expertise:
Professional Experience
Rohit Bhalla currently serves as a Partner at SkyPath Private Wealth, where he brings over 30 years of experience in the financial industry.1 His career has included notable positions at prominent financial institutions:
- Vice President at Morgan Stanley: Bhalla held the position of Vice President in the Wealth Management division.12
- Vice President at Merrill Lynch: Prior to his current role, he was also a Vice President at Merrill Lynch.1
Areas of Expertise
Rohit specializes in:
- Personalized financial planning
- Asset management strategies
- Equity and Structured Products
- Fixed Income
His experience spans multiple sectors, including work in the globally significant financial centers of New York and London.1
Education and Qualifications
- Bachelor of Science in Political Science from the University of Colorado1
- FINRA Series 7 and 66 registrations
- Licensed for Life & Health Insurance1
Personal Life
Rohit resides in Chatham, New Jersey, with his wife Carole and their sons Amari and AJ. Outside of his professional life, he:
- Actively participates in various charitable initiatives
- Enjoys sports such as golf and running
- Has a passion for traveling1
Rohit Bhalla's extensive experience in wealth management, coupled with his diverse background in various financial sectors, positions him as a knowledgeable and well-rounded financial advisor.
