Jan S Zambrano, Wealth Management AdvisorAssistant Vice President, began his financial services career in 2013. As a Wealth Management Advisor Jan can assist you by helping you build a wealth management strategy to address your individual needs. Jan focuses on delivering a comprehensive approach to managing wealth, beginning by listening and helping you make informed decisions as you develop your strategy.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
In this event a panelist of experts will cover various topics that are important to take in consideration when discussing wealth structuring and legacy planning for cross-jurisdictional families. Furthermore, we will be reviewing appropriate portfolio construction from the Chief Investment Office for both domestic and offshore families.
Please email the host at jan.zambrano@ml.com to RSVP; registration at the entrance is also allowed for walk-ins.
Location:
JW Marriott Houston By The Galleria
5150 Westheimer Road
Houston, TX 77056
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.
