Jan Zambrano is a Vice President and Wealth Management Advisor at Merrill, a Bank of America company. Since 2013, Jan advises 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 now focuses in providing advice to three main client segments-international global families, business owners and multi-generational wealth. Many of his clients are women who take active control of their finances. 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 CPFA® designation awarded by the National Association of Plan Advisors (NAPA). Jan also holds 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, is soccer fan and enjoys playing guitar.
Welcome to Merrill, a Bank of America Company. 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 bespoke advice in all matters related to your financial well being which go far beyond just investments. We commit to establish a tailored plan with appropriate solutions that work in balance through the full breath of resources available at Merrill and Bank of America; We commit to attend our clients with professional staff and specialists 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.
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.
