ZHN Group

Merrill Lynch Wealth Management
560 S. Winchester Blvd
Suite 500
San Jose CA 95128
(408) 554.7923
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Understanding your priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you. We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
ZHN Group
About Us
A Team-Based Approach to Client Service

ZHN Wealth Partners operates with a coordinated, team-based structure designed to provide consistent service, comprehensive planning, and long-term continuity for the clients and families we serve. Our approach helps ensure that each client benefits from the collective experience and diverse strengths of multiple advisors, rather than relying on a single point of contact. This structure supports uninterrupted service and helps provide a clear succession path so that guidance can continue regardless of individual changes over time.

Meet Our Team
William Zurn,

AWMA™, CRPC™, CRPS™

Senior Vice President, Wealth Management Advisor
408.554.7923
Bradley Nering
First Vice President, Senior Financial Advisor
408.761.6558
Heath Hanich
First Vice President, Senior Financial Advisor
408.554.7933
Debora Zurn,

CRPC™, CRPS™

Wealth Management Client Associate (FP)
Sandra Kim-Her
Registered Wealth Management Client Associate
408.554.7967
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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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.