Raj Sharma

Raj Sharma

Formal First Name

Raj Sharma has more than 30 years of experience in investment planning and asset management. Before joining Merrill in 1987, he worked for 10 years as a financial analyst in marketing and media. He is a qualified Portfolio Manager who provides not only traditional advice and guidance but also helps clients pursue their objectives by building and managing his own personalized or defined strategies. Sharma is a regular contributor to local and national media on the current market environment and financial strategies.

Professional Experience

Academic History

  • Forbes' America's Top Wealth Advisors, 2016 and 2017
  • Barron's America's Top 1,200 Financial Advisors, 12 consecutive years through 2020
  • #1 Financial Advisor in Massachusetts on Forbes Best-in-State Wealth advisors list in 2019 and 2020
  • Barron's America's Top 100 Financial Advisors, 17 consecutive years through 2020
  • Forbes' "America's Top Wealth Advisors" list 2016 – 2020
  • Financial Times Top 400 Financial Advisors 2015 - 2020
  • The Sharma Group - Barron's Top 50 Private Wealth Teams in 2020