Jared Zuflacht is driven by a deep passion for helping clients protect, grow, and transfer the wealth they've created—whether through steady accumulation or exceptional success, early or later in their careers. He brings structure to complex planning and long-range goals.

He considers every aspect of a client's financial life, including investment and liability management, cash flow and liquidity planning, insurance needs, estate planning strategies, and tax efficiency. Jared is known for his disciplined investment philosophy and his ability to deliver customized strategies focused on helping clients meet their financial objectives with clarity and accountability.

Jared is a Managing Director, Senior Financial Advisor at Merrill Lynch Wealth Management. He is a Senior Portfolio Manager in the Merrill Investment Advisory program. A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors. He rejoined Merrill in 2025, having previously served at the firm from 2008 to 2013.

Prior to his return to Merrill, Jared was a Managing Director and Senior PIM Portfolio Manager at Wells Fargo Advisors—a distinction granted to a limited number of advisors with deep investment experience and a rigorous, structured approach to discretionary portfolio management. Earlier in his career, he also served as a Director and Client Advisor at Deutsche Bank, which later became part of Alex. Brown.

Jared has extensive experience helping clients navigate the lending capabilities available through Bank of America—collaborating with internal partners to deliver solutions across traditional mortgages, commercial real estate financing (including multifamily, office, and hotel assets), securities-based lending, and customized credit strategies.

Jared earned the Certified Investment Management Analyst® (CIMA®) designation in 2011, awarded by the Investments & Wealth Institute in conjunction with the Wharton School of the University of Pennsylvania. The CIMA® certification reflects advanced knowledge in portfolio theory, behavioral finance, risk analysis, and the investment consulting process.

He holds a bachelor's degree in Finance and International Business from the Kelley School of Business at Indiana University, where he was awarded an academic scholarship. Jared has been recognized as a Forbes Best-in-State Wealth Advisor in 2023 and 2024 (Published annually Jan - April. Rankings based on data as of June 30 of prior year).

Jared is active in the community. He has served on several committees at the 92nd Street Y Nursery School and supports various charitable causes, including the Leukemia & Lymphoma Society. Outside of work, he enjoys spending time with family and friends, especially exploring the world together. Whether navigating the art museums of Paris, hiking in the American West, or discovering hidden local spots abroad, Jared values the perspective and connection that come from shared travel experiences.

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_{*Forbes"Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.}