Acker, Fridmar, Zhen & Associates

Merrill Lynch Wealth Management
92 Ames St
Cambridge, MA 02142
(617) 528-4511
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The advice you need for tomorrow may be very different than the advice you have received to date. That’s why we’ll have as many conversations as it takes to help make each piece of your financial puzzle fit.
Acker, Fridmar, Zhen & Associates
Merrill Lynch Wealth Management
Welcome

Life is a journey- the dreams you realized and some you have yet to accomplish. Do you have a roadmap to help get you there? It’s a matter of fitting your “puzzle pieces” together—pieces that represent actions you’ve taken and investments you’ve accumulated—which can be turned into a “big picture” of what may lie ahead.  We take pride in possessing the experience and perspective that can help turn your goals into reality…and we can help you navigate the many cycles of life.  We believe that when you succeed, we succeed.

The intersection of wealth, health, family and business can be a source of opportunities and challenges. Our team can assist you in identifying goals and addressing thoughtful financial strategies designed specifically for your future.

About Us
Our Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
Susan Acker,

CRPC™

Senior Vice President, Senior Consultant
585.899.2717
Leon Fridmar,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
617.528.4511
Xiao-Xia Zhen,

CRPC™

Senior Vice President, Senior Financial Advisor
617.528.4512
Timothy Acker,

CFP®

Assistant Vice President, Senior Financial Advisor
585.899.2545
Taylor L Brown,

CRPC™

Assistant Vice President, Senior Relationship Manager
407.839.2520
Lauren Vives
Registered Senior Wealth Management Client Associate
617.528.4507
Shawn P O'Neill
Wealth Management Client Associate
617.528.4508
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.
Ricardo Brasil
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #481125
David Woods
Wealth Management Banking Specialist
Merrill
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.