Sony Patnaik
,
Financial Advisor
75 Rockefeller Plz
New York, NY 10019
212.284.5553
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help customize a strategy, tailor investment portfolios as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized Merrill Lynch wealth management strategies and third -party Investment strategies, from risk managed investing,thoughtful retirement planning to strategies that help manage liquidity, manage liability and intergenerational wealth planning,with the objective of optimizing outcome within the time horizon. We are motivated by the belief that we play a pivotal role in enhancing and enriching the lives of our clients. Sony completed Post graduation from University of Delhi.India, Is fluent in English,Hindi,Oriya & Bengali.After work,Sony enjoys exploring New York City,trying out different cuisines, travelling, running, skiing & ping pong.

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.

About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sony Patnaik is registered to do business in AZ, CA, CT, DE, FL, GA, IL, IN, KY, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, PR, RI, TN, TX, VT.