Zach Klippel
,

Senior Vice President, Financial Advisor
NMLS #541484

2049 Century Park East
Los Angeles, CA 90067
310.858.4785
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Zach Klippel is a Senior Vice President and Senior Financial Advisor with Merrill in Beverly Hills, California. Zach provides one-on-one guidance, detailed strategy, and reliable service to high-net-worth individuals and families, helping them deploy their wealth more efficiently. He has significant depth catering to the needs of professionals—particularly attorneys—helping them streamline the intersection of their personal and professional finances.

Zach strives to provide clients with a precious commodity: more time. By overseeing the day-to-day management of their wealth, he looks to support clients in regaining time for their families, careers, or other passions. A veteran Financial Advisor, he is well versed in multiple aspects of wealth management, from portfolio design and retirement strategy to cash-flow analysis, trust and estate planning services, and higher-education savings. Zach also provides clients with access to banking services and residential lending through Bank of America.

Having advised a number of attorneys, Zach offers a refined understanding of their professional lifecycle—from Associate to Partner at Law Firms—and looks to connect clients to the ideas and best practices that can have a meaningful impact on their long-term success. He also offers tailored advice to other wealth builders, including executives, business owners, and entrepreneurs, helping them weigh the opportunities at their disposal and pursue informed decisions. A strong relationship builder, Zach is honored that referrals constitute the primary source of his new relationships.

Zach has worked in wealth management and banking since 1999. Prior to joining Merrill, he was a Private Banker and Senior Vice President with Citi Private Bank's Law Firm Group in Beverly Hills. He earned his International Business Diploma from Langara College in Vancouver, British Columbia, Canada.

Originally from L.A., Zach spent some of his formative years in the U.K., France, and Canada. Proud to be back in his home city, he has served as a volunteer, board member, and treasurer for Strikers F.C., a youth travel soccer club. He has also served as a referee for AYSO, the American Youth Soccer Organization.

Zach and his wife live in the Westchester neighborhood of L.A. with their two children and their rescue dog. In his free time, Zach enjoys biking, traveling, sailing, and reading. He has a penchant for vintage Italian scooters and enjoys spending time outside, appreciating the beauties of the natural world.

*NMLS#541484 

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Audrey Makadary
Wealth Management Client Associate
310.858.4737
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jason Angel
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #459929
Ramiro R Villegas
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Zachariah Klippel is registered to do business in AZ, CA, CT, DC, FL, ID, MD, NC, NJ, NV, NY.