Vishal Bakshi offers wealth management/investment advice/guidance to an exclusive group of clients that includes entrepreneurs, business owners, CEOs, or board members of Fortune 500 companies and professional sports team owners. Like many of the clients he serves, he has worked hard to overcome initial disadvantages and excel in his chosen educational and career paths. Vishal grew up in public housing in New York and helped to support his family financially while he was still in high school. He went on to earn a bachelor’s degree in mechanical engineering from the General Motors Institute while working for the automotive manufacturer. He was also one of the youngest undergraduates at the time to be admitted to Harvard Business School, where he received his MBA.
Vishal has been recognized as a Top Advisor by Barrons, the Financial Times and Forbes (Barrons Top 1000 Advisors 2012, 2013, Barrons Top 1200 2015, 2016, 2017, 2018, 2019, 2020) / Financial Times Top 400 2016, 2017, 2018, 2019 / Forbes Best In State Wealth Advisors 2018, 2019, 2020).
Vishal is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies. These may incorporate individual stocks and bonds, Merrill model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Fluent in American Sign Language, Vishal is active with Aspire of Western New York, a support organization for people with disabilities. He also participates in Cycle for Survival, a unique charity that raises funds for rare cancer research.
*Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019. For more information about the selection criteria, http://details-he.re/1u7KVH . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
*Source: The Financial Times Top 400 Financial Advisers (FT 400) is an independent listing produced by the Financial Times (March, 2018). For more information about the selection criteria, go to http://details-he.re/IVEl33 . The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
*Source: Barron's magazine, April 15, 2013, America’s Top 100 Financial Advisors list. Advisors considered for the "America's Top 100 Financial Advisors list" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
*Source: The Forbes “Best-in-State Wealth Advisors” list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.