David Amar

David Amar is a seasoned financial professional currently serving as a Private Wealth Manager and Managing Director in the Wealth Management division at Merrill Lynch. He has extensive experience in the financial services industry, having worked since 1996. Prior to his role at Merrill Lynch, Amar held significant positions at J.P. Morgan, including leading their Atlanta office and driving business expansion in the southeastern United States.14

Professional Background

• Education: David earned a B.S. in Accounting from Syracuse University.
• Certifications: He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute, as well as an active participant in the American Institute of Certified Public Accountants (AICPA).
• Previous Experience: Before joining Merrill Lynch, he practiced as a CPA at Arthur Andersen L.L.P., where he specialized in sophisticated financial instruments and investment portfolio optimization.15

Current Role

At Merrill Lynch, David Amar focuses on providing tailored wealth management strategies to high-net-worth clients. His approach emphasizes understanding clients' unique financial goals and leveraging the resources of Merrill Lynch to address complex wealth challenges effectively.23

Community Involvement

Amar is also involved in community service, serving on the boards of organizations such as Impact Israel and Goodwill Southern California, reflecting his commitment to social responsibility alongside his professional endeavors.1