David Amar

David Amar is a seasoned financial professional with over 20 years of experience in the industry. Currently, he serves as a Private Wealth Manager and Managing Director-Wealth Management at the Merrill Lynch Private Bank and Investment Group, where he brings a wealth of expertise to his role.

As a specially qualified Senior Portfolio Manager, David not only provides traditional financial advice and guidance but also excels in creating and managing personalized investment strategies for clients. This includes incorporating individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies to help clients achieve their financial objectives.

In his capacity as a Senior Portfolio Manager, David enjoys a high degree of flexibility in constructing portfolios and selecting securities to optimize client portfolios. Through the firm's Investment Advisory Program, he may manage his strategies on a discretionary basis, demonstrating a strong commitment to tailoring services to meet individual client needs.

Before his tenure at Merrill Lynch, David held the position of Managing Director at JPMorgan Private Bank, where he played critical roles from 2005 to 2014, including serving as the head of the Atlanta Region. His diverse experience spans across various financial institutions, enriching his understanding of wealth management and client service.

Prior to his leadership roles in top financial firms, David leveraged his expertise as a CPA at Arthur Andersen, specializing in advising high net worth individuals on tax and investment planning matters. Although his current role at Merrill Lynch does not involve offering tax advice, his background as a CPA underscores his comprehensive financial knowledge and strategic acumen.