Amrita began working in the financial services industry in 2006 and joined Merrill Lynch Wealth Management in 2015. Her focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short-and long-term financial objectives. Amrita holds the Chartered Retirement Plans Specialist℠ designation and is a Certified Plan Fiduciary Advisor® professional. She is a graduate of the University of Denver with a bachelor’s of science in business administration, majoring in finance and marketing. Amrita is a lifelong Alaskan who enjoys the outdoors, quilting, reading, and spending time with her family. She is a member of Rotary and believes strongly in giving back to the community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
