Genie Zeigler

Senior Vice President, Senior Financial Advisor

75 Rockefeller Plz
New York, NY 10019
212.284.5839
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My wealth management approach is to help create customized financial strategies for each client. We provide comprehensive investment advisory services to affluent families, endowments and foundations, as well as high net-worth individuals. I have extensive experience in investments, estate planning services, concentrated/restricted stocks, as well as portfolio construction and management. Knowledgeable and experienced, I am very committed to helping clients reach their financial life goals.
Profile

Genie is currently a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. For more than twenty years, Genie has provided wealth management and comprehensive investment advisory services to affluent families. corporate executives, non-profit organizations, endowments and foundations, as well as high-net-worth individuals.  

Her extensive experience in investments, retirement and estate planning services, asset preservation, risk management, concentrated/restricted stocks, trusts, as well as portfolio construction and management. 

Genie's wealth management philosophy integrates customized financial strategies to help clients better prepare for potential market downturns and unprecedented levels of financial uncertainty so that they are better prepared to reach their lifelong goals and wealth accumulation objectives.  

While tapping into the investment insights and resources at Merrill, I am able to address the changing aspects of clients' financial lives, while providing the best in client services. 

Genie has been the recipient of numerous recognition awards in the financial services industry.  For the past few years, Genie has received the distinguished invitation and honor of attending Barron's Top Women Financial Advisor conference which underscores the nation's top Women Wealth Management Advisors.  She has also been featured in numerous publications on the topic of financial planning and portfolio management.  Today, she continues to serve as a guest speaker for numerous organizations on the importance of wealth creation and financial planning.
Our advisors and Wealth Management Client Associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as Dress for Success or Big Brothers, Big Sisters..

About Me
Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

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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Genie Zeigler is registered to do business in AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MT, NC, NJ, NY, SC, VA, VT, WY.