Neil Mehta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in partnering with affluent to high net worth individuals and business owners to manage all aspects of their financial lives through individualized portfolios. Neil's approach focuses on providing differentiated returns by leveraging his knowledge of Alternative Investments, including Hedge Funds, Private Equity, Private Placements, and Structured Investments. He also offers tailored lending strategies through Bank of America to support his clients' financial goals. Neil is a Certified Private Wealth Advisor (CPWA) designee, a certification awarded by the Investments & Wealth Institute. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch Wealth Management in 2016, Neil worked as a Private Client Advisor at JP Morgan. He earned a Bachelor of Science degree in Finance from Florida Atlantic University. Outside of his professional role, Neil enjoys baseball, basketball, and football, and values spending time with his family.