Tamar Zeytounian Barnaba is a Financial Advisor with Merrill, located in Pasadena, California. Tamar provides customized financial advice and guidance to individuals, families, and businesses, helping them enact a more purposeful and thoughtful approach to their wealth. A strong relationship builder, Tamar is skilled in discerning the distinct priorities and interests of each client and following through on those objectives. With more than fifteen years of experience, she offers technical insight and knowledge, as well as the heart and determination to support clients in pursuing the future they envision, for themselves and their loved ones.
Tamar advises clients who have had diverse paths to wealth, including business owners, executives, professionals, and multigenerational families. She begins each relationship by listening attentively and understanding the particular nuances of each client’s situation. Her facility with planning, investing, and banking allows her to identify possible efficiencies across a client’s balance sheet, supporting a client’s short- and long-term goals. A strong collaborator, Tamar also connects clients to capabilities across the Bank of America enterprise, integrating the guidance of locally based specialists. Tamar also works in concert with a client’s external tax and legal advisors, as appropriate, spearheading a tax-sensitive approach to investing and wealth transfer.
A first-generation American, Tamar believes strongly in the value and possibility of the American dream. Over the course of her career, she has steadily taken on additional responsibilities, a recognition of her work ethic and diligence. A lifelong learner, Tamar has also engaged in ongoing professional development so that she can connect clients to the opportunities that can have a measurable impact on their goals. Unselfish by nature, Tamar is committed to the well-being of each client or family and believes in demonstrating their importance through her accessibility and responsiveness.
Tamar began her financial services career in 2004 at Citi, where her roles included Wealth Relationship Manager and Personal Banker. A high performer, Tamar was regularly recognized by Citi for her client commitment and leadership. She is fluent in four languages: English, Arabic, Armenian, and Turkish. Tamar holds the Series 6, 7, and 66 FINRA registrations, as well as life insurance and health insurance licenses.
Tamar is married and has one son. In her free time, she loves spending time with her family, cooking, baking, enjoying family traditions, spending time at the beach, and traveling. She and her husband like to explore destinations near and far, and appreciate diverse cultures, culinary offerings, and adventures.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Banking Services are through Bank of America, N.A.
*Merrill Life Agency's California License Number 0522776
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.