Raj Sharma
Managing Director – Wealth Management Head of the Sharma Group Private Wealth Advisors Merrill Lynch Private Banking and Investment Group
Raj is Managing Director – Wealth Management and Head of The Sharma Group, a high end boutique within Merrill Lynch’s Private Banking and Investment Group and has over three decades of experience in customized investment and wealth management for entrepreneurs, corporate executives, families and institutions. Raj and his team run a wealth management practice with a national footprint, based in Boston.
Raj has been featured in the Barron’s and Forbes America’s Top 100 Advisor list since its inception. From 2021-2023, he was recognized by Forbes and Barron’s Magazine as the number one Financial Advisor in Massachusetts. In addition, Raj is on the Barron’s Hall of Fame – one of a small group of advisors who have appeared in Barron’s ranking of America’s Top 100 Advisors for ten consecutive years. He was also recognized by the Financial Times of London ranking of top Global Advisors. He was featured on the
inside cover of the September 2019 issue of Forbes Magazine. In 2023 and 2024, The Sharma Group was recognized as one of the country’s Top 50 Wealth Management teams by Forbes Magazine and as the number one advisory team in MA.
Raj is the author of “The Purposeful Wealth Advisor” released by Amplify Publishing in 2022. The book is ranked as a Best Seller on Amazon in the Financial Services category.
Raj is an ardent believer in philanthropy and is involved with several domestic and global organizations in the areas of poverty disruption, education, youth leadership and the environment. He is a current trustee and former Chairman of Boston Harbor Now and a former member of the Board of Trustees of Emerson College. Raj is also a Founding trustee and Director Emeritus of the American India Foundation (AIF), an organization devoted to disrupting poverty in India through a spectrum of programs. Raj is on the Board of Youth LEAD, now part of Emerson college – an internationally recognized organization promoting cultural understanding and tolerance among high school students.
He was also recently appointed to the board of The Boston Foundation, one of the oldest community foundations in the country. In 2013, Raj was the recipient of the “Solas Award” from Rian, formerly called the Irish International Immigrant Center for his commitment to promoting cross-cultural dialogue and for his inspirational
example of achievement and civic engagement as an immigrant.
For two consecutive years 2023-34, Raj was included in Boston Magazine’s list of “150 Most Influential Bostonians”. In October of 2023, Raj received the Life Time Achievement Award from New England Community Awards (NECA) for his contribution to philanthropy and betterment of the community.
