Adam Amiri

Background

About Adam Amiri

The more success you have, the more responsibility you have to give back.” — Steph Curry Summa Cum Laude graduate from Arizona State University with a degree in Business Law and a minor in Communications. I’m passionate about helping individuals and families align their wealth with purpose — using comprehensive, intentional financial planning to turn long-term goals into reality. Currently building my foundation in wealth management as an Associate within the Merrill Lynch Advisor Development Program at Bank of America, where I’m focused on developing the analytical, relational, and leadership skills necessary to guide clients with clarity and care. I’m developing a deeper focus on philanthropic wealth management, helping clients design giving strategies that align with their values, preserve family legacy, and structure purpose-driven philanthropic strategies with tax advantages that create lasting community impact. Beyond my role at Merrill, I’m an active member of Toastmasters International, continually sharpening my communication and public speaking skills, and serve as an Advocacy Ambassador & Outreach Volunteer with NAMI Valley of the Sun, promoting mental health awareness and community education. Originally from Edmonton, Canada, I bring a mindset shaped by discipline, gratitude, and resilience. Whether I’m on the golf course, exploring new cities, or cooking for friends and family, I approach everything I do with curiosity, integrity, and attention to detail.