Tanya Zakharova,
Senior Financial Advisor
Tanya Zakharova, CRPC™, is a Senior Financial Advisor and a Senior Portfolio Advisor. She joined Merrill Lynch Wealth Management in 1999, where she works with clientele to assess their finances and determine short- and long-term financial goals.
By guiding clients in determining their own financial vision, Tanya works with them and their families to create a detailed financial strategy that takes into account their goals, financial needs, risk tolerance, tax liabilities, and other personal considerations that may impact financial decisions - and will ultimately result in achieving long-term results.Clients benefit from the formidable support structure at hand within Merrill Lynch Wealth Management, which includes access to specialists in Trust & Estate Planning strategies, Insurance, Business Financial Services, Business and Home Financing through Bank of America, N.A. (NMLS ID#579851), and Asset Management.
She participates in various local and international civic and cultural events, including The Russian Nobility Association.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
*Tanya Zakharova is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
She follows the deep-seated Merrill tradition of participating in the communities we serve. This drives her interest in spending time volunteering with organizations in our community.
Volunteering:
The American Ballet Theater-Kaatsbaan,
The Russian-American Dental Association,
The Russian Children Welfare Society,
The Business Council of Westchester
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
