Zachariah "Zack" Ivins
Tailored Wealth Planning. Trusted Advice.
With nearly 20 years of experience in financial services, Zachariah operates a client-first practice structured like a private family office—offering investment management, estate and trust coordination, business succession strategies, and financial guidance tailored to your life. Whether you’re growing your wealth, protecting your legacy, or rebuilding after a transition, Zachariah provides clarity and confidence in every step.
As a financial advisor, Zachariah puts your interests first. Serving clients in Monmouth County, NJ, New York City, and a majority of the United States and its territories.
While I welcome anyone seeking sound, personalized financial advice, I bring deep experience and insight to the following groups:
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.
