Daniel Zheng

Financial Advisor
NMLS #1939887
222 2nd Ave S
Nashville TN 37201
(615) 747.5753
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Helping Professionals, Executives, and Business Owners Transform Concentrated Wealth into Income, Stability & Lasting Impact
Profile
Daniel is a seasoned financial advisor with over 20 years of experience helping high-net-worth professionals, executives, and business owners navigate complex wealth decisions. He began his career as a college instructor before moving into corporate investment with leading multinational firms and later serving in advisory roles at large banks. This diverse background provides him with a global perspective and a deep understanding of the unique priorities of successful clients.
 
His expertise is grounded in advanced education and professional credentials. Daniel holds an MBA, executive training in investment theory and practice, and multiple designations — CFP®, ChFC®, CLU®, CIMA®, and RICP®. These credentials reflect his depth in investment management, retirement income planning, and wealth preservation, equipping him to design sophisticated strategies tailored to each client’s goals.
 
Grounded by his own family experience, Daniel approaches wealth planning with a perspective that balances success today with long-term security. His wife is an associate professor at Vanderbilt, his older daughter works on Wall Street after graduating from Yale, and his younger daughter is a senior at USN. Having faced many of the same milestones his clients encounter — supporting family, planning education, and preparing for retirement — Daniel understands that wealth is not just about performance, but about creating peace of mind and a lasting legacy.
 
Partnering with Merrill and Bank of America’s broad institutional resources, Daniel helps clients transform concentrated wealth into income, stability, and lasting impact. His mission is to bring clarity and confidence to every stage of life, ensuring that wealth works not only for today but for generations to come.
About Me
Welcome

Hi, and welcome! We help high-net-worth professionals, executives, and business owners navigate the complexities of wealth with clarity and confidence. Think of us as your guide — translating sophisticated financial concepts into actionable strategies so you can make informed decisions, unlock liquidity, manage risk, and focus on what really matters: your life, your family, and your legacy.

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.
Louis Li
Associate Investment Advisory Specialist
Merrill
Jeremy Rumpf
Employee Benefits Specialist
Bank of America, N.A.
Jeff Rezza
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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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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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Jianjun Zheng is registered to do business in AL, AZ, CA, FL, GA, IL, IN, KY, MA, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.