The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams

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With more than thirty years of wealth management experience, Raj Sharma is one of America's top financial advisors. Before joining Merrill Lynch in 1987, Raj worked for twelve years as a financial analyst, management executive, media specialist, and--during his college years--as a radio DJ.

Thoughtful and analytical, with an excellent understanding of global economics and financial markets, Raj has received numerous industry designations. He has been inducted into Barron's Hall of Fame, having been named one of America's top one hundred financial advisors consecutively since the year 2004. In 2022 both Barron's and Forbes ranked Raj as the number one advisor in Massachusetts. Forbes also named him one of America's top wealth advisors from 2016-2022. Most recently, Barron's featured the Sharma Group among the country's top fifty private wealth teams from 2020-2022. Additionally, Raj was named to the Financial Times' top four hundred financial advisors from 2013-2021.

Passionate about giving back to the community and the world, Raj is active in several local and global organizations involved with global poverty alleviation, youth leadership, and empowerment through education and inclusion. He lives in Massachusetts with his wife and four children. He enjoys traveling, music, hiking, art, and tennis.