Zachary Miller

Vice President, Senior Financial Advisor
620 S Tryon St
Charlotte NC 28255
(704) 339.2118
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Zach has over 15 years' experience in the financial services industry and began his career at Merrill in 2016. Before joining Merrill, Zach spent eight years as a Regional Vice President with PFS Investments, Inc. where he built a financial practice in Hampton Roads, VA. 

His focus is to offer a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every strategy is grounded in understanding what each client, their families or their businesses want to achieve. Zach is driven to deliver an exceptional service experience for each client by helping them pursue their objectives with integrity.

Zach is a graduate of St. Andrew’s Presbyterian College, where he was a standout NCAA athlete and Academic All-American. He now resides in Matthews, NC with his wife, Becky, and their four children Cameron, Celina, Mercedes Elise and Luisa Rose. Zach follows the deep-seated Merrill tradition of participating in the communities he serves. Which is why he spends time volunteering with organizations in our community. Zach serves in various capacities in his church and served on the council of the Boys & Girls Club of Greater Charlotte.

Forbes has named Zach's team, Miller Rap Wealth Management, to the “Best-in-State Wealth Management Teams” 2024 (Published on January 12, 2024. Rankings based on data as of March 31, 2023)

2024 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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Zachary Miller is registered to do business in AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA.