Jan Zambrano is a Wealth Management Advisor currently working at Merrill Lynch Wealth Management. Since 2013, Jan has been advising families all over the world. Starting his career in Merrill, he worked with a Private Wealth Team assisting clients in US, Asia, and Latin America. Jan later joined Santander as a Financial Consultant, where he established a team that advised high net-worth cross jurisdictional families predominately residing in the US. Jan is now dedicated to advising international global families, business owners and women achieve their financial goals using every financial tool available in one of the largest and most prominent financial firms in United States. He believes Wealth Management is more than investments; it is an integrated plan and set of potential solutions that work in balance to pursue financial security for you and the next generations.

Jan has a Bachelors in Finance and MBA from the University of Miami. He also holds a CIMA® designation awarded by the Investments & Wealth Institute™ (The Institute) in conjunction with Wharton at the University of Pennsylvania and the 2-15 license for Life, Health and Variable Annuities contracts. He believes that financial advice is best done through a personal touch, and that client's trust is an honor and privilege that needs to be cherished. Jan is married, he was born in Colombia and his wife in Venezuela; Jan speaks native Spanish, he is a man of faith, loves going to church and playing guitar.