Walsh, Amar & Associates

Private Wealth Advisors
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We provide highly customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, we seek to offer insightful perspective, personalized attention and boutique-like service.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Michael E Walsh

Michael E Walsh

Managing Director

Private Wealth Advisor

305.416.6603
David  Amar

David Amar,

Managing Director

Private Wealth Advisor

305.416.6601
Ashley Peters McGuinness

Ashley Peters McGuinness,

Private Wealth Analyst Relationship Management

310.407.4863
Golden Reeves

Golden Reeves

Registered Private Wealth Associate

310.407.4818

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Clients of Influence

We focus on a small number of clients who are best served by our intensive, in-depth approach. Clients include Fortune 500 CEOs and Forbes 400 Families as well as entrepreneurs, business owners, sports & entertainment principals and other families with complex wealth management needs.

Analytical Rigor and Technical Depth

Our team is capable, knowledgeable and highly skilled. We drive value by applying sophisticated strategies that seek to optimize investment, credit, balance sheet and tax considerations relative to client goals. Our team leaders Michael Walsh and David Amar have the hands on experience and senior management background for which there is no substitute.

Network of Relationships

Substantial wealth is different. We help families navigate the complexities of wealth by pinpointing a targeted network of contacts both within the Firm and beyond. We help clients glean the best practices of their peers so that they can benefit from the insights of similarly accomplished individuals.

Focused Attention

Our team has worked together since the 1990s resulting in streamlined operations. Our internal harmony enables us to focus fully on the clients we serve. We have purposefully built our team as a gateway for unique and distinctive client needs: in-depth advice, relentless client service, coordinated strategy across multiple disciplines and a warm personalized client ethos.

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

Walsh, Amar & Associates