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.
Welcome to Merrill, a Bank of America Company. We are part of the Wealth Management division of Bank of America. We believe 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.
As your advisor team, we commit to provide expert advice in all matters related to your financial well being which go far beyond just investments. We commit to establish a comprehensive plan with solutions that work in balance through the full breath of resources available in our Wealth Management and Banking platform; We commit to attend our clients with professional staff and subject matter experts in the aim of creating efficiencies in your financial picture as it relates to time, taxes and security.
Our approach to wealth management requires working closely with you to help you identify and define your goals. The process begins by getting to know you and understanding what matters most to you. We help create a financial strategy to pursue your goals that reflects your investment style and is built around your life plan. Whether you are focused on growing, preserving, or transferring wealth the team is committed to helping you address your financial goals at every stage of your life.
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. Fur...
Welcome to our annual Mexico Event hosted by Merrill Lynch Wealth Management International; this year we feature Joaquin Barrera, CFA, CAIA, Director of Fixed Income & Investments at SURA Investments...
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.
