Nancy Zhang
As a Merrill Financial Advisor, I help individuals, families and business owners make informed financial decisions with clarity and confidence. My team and I am to create a collaborative process and strive to provide excellent financial planning services tailored to your goals, values, and life stage - whether you’re building wealth, planning for your children’s education, or preparing for a comfortable retirement and meaningful legacy.
Prior to working in financial services, I spent years in the tech industry working in product development and innovating in materials science. My unique background, along with decades of mentoring students and professionals, has taught me how to listen deeply, simplify complexity, and apply analytical rigor to my clients' relationships.
Outside of work, I volunteer with children's nonprofit organizations and support STEM education by leading science activities for children. I love continuous learning, hiking, Pilates, yoga, and experimenting with new recipes.
My philosophy is centered on building genuine relationships and delivering thoughtful, personalized guidance. I believe that understanding each client's goals, values, and risk tolerance is the foundation of effective financial planning.
I also believe that great advising is a dynamic process. My team and I actively seek feedback and continuously look for ways to improve—so we can better serve our clients and adapt to their evolving needs. Whether you're new to investing or have years of experience, I aim to create a collaborative environment where you feel heard, supported, and empowered.
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.
