Zachary Norman

As a Financial Advisor with Merrill Lynch Wealth Management, I focus on comprehensive planning with a strong emphasis on mitigating taxes, managing costs, and minimizing overall risk for high-net-worth individuals and families.

With a foundational education from my degree in Investment Management from The University of Texas at Austin, I bring both technical acumen and a client-centered approach to my work.
My strategy revolves around creating tailored wealth management plans that address the unique needs and goals of each client, while navigating complex investment decisions and helping to ensure long-term financial stability.
At the heart of what we do is the belief that great financial advising is more than just numbers. It's about understanding your life, your dreams, and your unique journey. Our approach is grounded in the values of integrity, trust, and long-term prosperity. Our commitment to our clients is to build lasting relationships and help ensure that each client can pursue their passions with confidence and without financial anxiety.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.