My name is Jackson Zavatsky, member of Merrill Lynch's Wealth Management Group. I partner with pre-retirees and business owners to help them navigate the complexities of their financial lives. My focus extends beyond investments to include cash flow management, retirement readiness, business succession, and legacy planning. I strive to sit on the same side of the table as my clients, serving as a trusted resource and objective guide. Together, we develop a disciplined, repeatable strategy designed to bring clarity, efficiency, and confidence to the decisions that matter most.
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.
