Sony Patnaik

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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.