Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Omar Dinar serves as a Financial Advisor for Merrill Lynch Wealth Management. Leveraging several years of experience across Capital Markets, Risk Management, and Wealth Management businesses, Omar is responsible for advising individuals, families, and business owners on how to meet their financial objectives. Omar takes a Risk Based Approach to Wealth Management, which identifies various areas of a client's financial risk and implements creative strategies to eliminate, mitigate, or transfer those risks in order to achieve the client’s financial objectives.
Prior to joining Merrill, worked in Risk Management functions at several Investment Banks in New York. In these roles Omar worked across several product lines to manage the firm’s financial risk including market risk, credit risk, and capital risk. Prior to working in Financial Services, Omar worked in the Aerospace Industry for Sikorsky Aircraft as an Engineering and as a Project Manager.
Omar earned a BS in Engineering from the University of Connecticut, an MS in Finance from Fairfield University, an MBA in Management from Fordham University, and a Certificate in Financial Planning from New York University. He is actively involved in his community as a volunteer for the Shriner’s Children’s Hospital. He resides in Fairfield, CT with his wife, Melissa, son, Anthony, and dog, Calhoun.
University of Connecticut
New York University
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.