Zwick Wealth Management

Merrill Lynch Wealth Management

225 Liberty Street
Floor 40
New York, NY 10281
(212) 236-5474
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We are a Wealth Management team dedicated to delivering beyond expectations.  The investment and wealth management experience of a global private bank combined with the exceptional service of your neighborhood branch creates a unique one-stop shop.  We pride ourselves on having the capabilities to meet a broad spectrum of needs, ranging from significant estate, retirement and tax planning, to unrecognized checking account transactions.
Zwick Wealth Management
Merrill Lynch Wealth Management

Your Wealth is all about YOU. Your Wealth is not about US. We want to work with you to help maximize every inch of your financial life. Through Bank of America & Merrill our team has created a unique client experience. One that is defined by customization and maximization of the firm's benefits and resources. We pride ourselves on running a Wealth Management practice with the full support of a retail bank. We are a one stop experience, providing clients with their own personal CFO-style set of resources, through a robust set of services.

Services (not limited to) Included:

  • Wealth & Investment Management,
  • Consumer Banking, Business Banking and Cash Management through Bank of America, N.A.,
    • Transactional services; wire (domestic & international), ACH, Bill Pay, Zelle through Bank of America, N.A.,
  • Credit and Credit Card Services through Bank of America, N.A.,
  • Customized Cash Back Rewards through Bank of America, N.A.
  • Retirement and Legacy Planning, Trust and Estate Services, Customized Lending through Bank of America, N.A.
About Us

Our number one focus is you, and who and what is important to you. We work with you to create a customized and unique plan to maximize your financial resources to achieve and support your short-term and long-term goals, while also including flexibility to accommodate unexpected costs, tax and life changes, poor market return sequences, and potential asset growth.

An equally important focus is your time. By offering a comprehensive and enterprise driven set of solutions our clients have a consistent and dedicated team to help with any questions or inquiries related to Estate and Legacy Planning, Tax Efficiency, potential credit card transcation disputes, check orders, and many other topics. Because of our robust service model clients have the luxury to task us with almost any financial matter or request.

Meet Our Team
Harry Zwick
Senior Vice President, Financial Advisor
Jesse Dunn
Vice President, Financial Advisor
Janette Gomez
Wealth Management Client Associate
Josh Goldberg Headshot Image
Josh Goldberg
Merrill Financial Solutions Advisor
NMLS #2484546
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Chris Santos
Wealth Management Banking Specialist
Sheri Chafetz
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #413923
Merrill Lynch Logo
Conor O'Keefe
Alternative Investments Regional Specialist
Bank of America, N.A.
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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