Amlan Sahoo
My name is Amlan Sahoo, I am a Financial Advisor, Portfolio Advisor at Merrill. Through building strong relationships, my client-focused approach, and professional experience, I help individuals, families, and businesses achieve their financial goals and dreams through personalized wealth management strategies with the financial enterprise of Merrill and the banking convenience of Bank of America.
I lead the development and execution of personalized financial plans, and investment strategies across equites, fixed income, alternatives, and multi-asset portfolios through professional investment management. I help our clients navigate through the complexities of the global and financial markets. With a strong foundation in financial planning, and specialization in investment portfolio management, financial markets, asset allocation, investment selection, and risk management, I create and execute performance- driven financial strategies to help our clients achieve their financial goals and dreams.
As the financial headquarters for our clients, I provide solutions to any financial need by delivering white- glove wealth management services through my team of personal and business banking, lending, retirement, insurance, trusts, and investment specialists.
A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers’ strategies, funds or portfolios.
Some of my favorite hobbies include traveling, going to the gym, cooking/ grilling, and playing sports. As a former NCAA Division 1 tennis player, I enjoy playing tennis and still train with other athletes.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
My name is Amlan Sahoo and I am a Financial Advisor, Portfolio Advisor at Merrill. Through building strong relationships, my client-focused approach, and professional experience, I help individuals, families, and businesses achieve their financial goals and dreams through personalized wealth management strategies with the financial enterprise of Merrill and the banking convenience of Bank of America.
I lead the development and execution of personalized financial strategies across equites, fixed income, alternatives, and multi-asset portfolios. I am known for combining macroeconomic and financial market insights with fundamental analysis to navigate complex financial markets. With a strong foundation in investment portfolio management, financial and investment analysis, economic analysis, financial markets, asset allocation and investment selection, risk management, and financial planning, I create and execute performance- driven financial strategies.
A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers' strategies, funds or portfolios.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
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.
