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Amir M

Series 66

New York, NY

Merrill

Amir Modarres is a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. He brings a comprehensive approach to wealth management, focusing on delivering streamlined financial strategies and proactive advice tailored to meet the unique needs of his clients. His services include estate planning and coordinated wealth management, integrating efforts with clients' attorneys, tax professionals, business managers, and family offices. Amir began his professional career in private equity in Istanbul before moving to the United States in 2014. He has experience launching a start-up and has worked with Bank of America and Merrill Lynch Wealth Management since 2015. Having lived in six countries, he offers a global perspective that enhances his ability to serve clients with international ties and complex financial situations. His expertise covers areas such as college education planning, employee benefits, executive and equity compensation, family wealth management, institutional consulting, and wealth planning for specific communities including LGBT and women. He holds a Bachelor's degree in Management Information Systems and an MBA from Eastern Mediterranean University. Amir is a Personal Investment Advisor (PIA) and is fluent in English, Persian, and Turkish. Outside of his professional role, he enjoys a variety of activities including bungee jumping, cooking, pickleball, refereeing, skiing, soccer, table tennis, and tennis.

Wealth management Business ownership considerations Business Financial Management Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance LGBTQIA Women Professionals
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