At the Stoler Zinnanti Group, we serve high-achieving families and entrepreneurs who seek exceptional financial guidance. Our mission is to deeply understand your current needs and future aspirations, and we’re dedicated to helping you achieve them. As our reputation grows, so does our clientele, including partners in accounting and law firms, senior executives, medical professionals, hospitality leaders, entrepreneurs, and their families. We regularly connect with our clients to navigate new opportunities and challenges, ensuring continuity and genuine understanding in our service. We approach every client with the same dedication and look forward to assisting those who can benefit from our experience.
CFP®, CPFA®, SE-AWMA™
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.