Jan Zambrano Headshot Image
Jan Zambrano
,
Assistant Vice President, Wealth Management Advisor
NMLS #1799073
8840 S.W. 136th St.
Miami, FL 33176
305.252.5636
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Your life is about more than investments. It’s about your business, your family and your legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.
Profile

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.

About Me
Welcome

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.

Meet Our Professional Staff
Lelannia M Feliz
Officer, Wealth Management Client Associate - RDA
305.252.5681
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ariel Marrero
Wealth Management Banking Specialist
Merrill
Johanna Gianni
Wealth Strategist
Merrill
Carlos Sacerio
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1285843
Tuesday, October 8th 2024| 7:00PM CT
Cross Jurisdictional Wealth Planning

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

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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Jan S Zambrano is registered to do business in CA, CT, DC, DE, FL, IL, MA, MD, NC, NY, PA, TX, VI.