Amar has been in the financial industry since 1995, and works diligently with individuals, families and business owners to understand their financial situation, time horizon and liquidity needs, and assists them in articulating their short- and long-term goals. He then recommends a financial strategy aligned with what his clients strive to achieve using care and discipline, combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. His approach is very holistic in nature, utilizing both sides of the balance sheet to create a custom wealth and liability management strategy. Prior to moving to Merrill, Amar was a Vice President at BOK Financial. He received a MBA from University of Colorado at Denver and also holds the CERTIFIED FINANCIAL PLANNER, CFP® certification.
In his free time, he likes to golf, swim and enjoys the outdoors with his wife and 2 kids.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our 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.
