Alex Zaharchuk
As a Financial Advisor with Merrill, I help individuals, families, and small business owners build personalized financial strategies that align with their goals, values, and life stages. My approach integrates financial planning with a focus on tax-efficient strategies designed to help preserve and grow wealth over time.
Leveraging the powerful synergies between Merrill and Bank of America, I offer clients access to a broad suite of banking and investment solutions—all under one roof. This integrated platform allows for seamless coordination across lending, cash management, retirement planning, and investment advisory services, creating a more efficient and holistic financial experience.
Whether you're planning for retirement, managing a complex portfolio, or navigating major life transitions, I am committed to delivering thoughtful guidance, proactive service, and strategies tailored to your unique financial picture.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
