Annis Zheng
Annis Zheng joined The Chau Gardner Group in 2019 as a financial advisor. She is driven by her passion for crafting personalized financial strategies to help her clients and their families. With a focus on transparency, she collaborates closely with individuals and their families to develop strategies aligned with their unique financial goals. Annis distinguishes herself by placing a premium on delivering attentive, personalized and intimate client service. Her commitment to understanding each client’s needs enables her to customize meaningful wealth planning strategies, tailored investment portfolios and comprehensive wealth plans. She serves as the single point of contact for all financial aspects of her clients’ lives.
Additionally, Annis holds the Chartered Retirement Plan Specialist designation with a focus on effectively administering retirement plans for business owners and their employees.
Annis graduated from Syracuse University with a double major in Finance and Supply Chain Management and minor in Information Management & Technology. During her tenure at Syracuse University, she served as the President of the Alpha Kappa Psi Business Fraternity.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
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.
