Merrill Lynch Financial Advisor Amrita McSharry

Merrill Lynch Financial Advisor Amrita McSharry, located at 3601 C Street in Anchorage, Alaska, is dedicated to providing personalized financial strategies and advice for individuals, families, and businesses. With over a decade of experience in the financial services industry, Amrita focuses on understanding her clients' short and long-term financial goals to develop tailored plans. She holds the Chartered Retirement Plans Specialist℠ designation and is a Certified Plan Fiduciary Advisor professional.

As a lifelong Alaskan, Amrita values community involvement and is a member of Rotary, believing strongly in giving back. She graduated from the University of Denver with a bachelor’s degree in business administration, majoring in finance and marketing. Amrita's approach is centered on building and documenting personalized plans with a focus on her clients' goals and aspirations.

At Merrill Lynch Wealth Management, Amrita emphasizes the importance of understanding her clients' priorities, whether it's planning for retirement, saving for a home, or funding education. Through the Investment Personality Assessment, she gains insights into her clients' investing preferences to customize financial approaches that align with their goals. By regularly reviewing and adjusting financial plans, Amrita helps clients stay on track to achieve what's most important to them.

Amrita McSharry is registered to do business in several states and offers a range of services including retirement planning, investment strategies, and financial solutions. As a Certified Financial Planner, she is committed to helping clients navigate the complexities of their financial lives and pursue their goals. With access to the resources of Merrill and Bank of America, Amrita works to develop comprehensive approaches designed to address clients' evolving needs and aspirations.

Whether you're planning for the future, managing current investments, or addressing changes in your life, Amrita McSharry and Merrill Lynch Financial Advisor are dedicated to helping you achieve your financial goals. Contact them today to begin a personalized financial journey tailored to your unique needs and priorities.